TFC Financial Management’s Philip Morris PM Stock Holding History

TFC Financial Management’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$619K	Buy	3,422 +28	+0.8%	+$4.86K	0.07%	71
2026 Q1	$561K	Sell	3,394 -67	-2%	-$11.6K	0.07%	74
2025 Q4	$555K	Sell	3,461 -10	-0.3%	-$1.55K	0.07%	71
2025 Q3	$563K	Buy	3,471 +73	+2%	+$12.3K	0.07%	71
2025 Q2	$619K	Buy	3,398 +17	+0.5%	+$2.92K	0.08%	67
2025 Q1	$537K	Buy	3,381 +17	+0.5%	+$2.41K	0.08%	68
2024 Q4	$405K	Buy	3,364 +16	+0.5%	+$2.02K	0.06%	79
2024 Q3	$406K	Buy	3,348 +122	+4%	+$14.2K	0.06%	77
2024 Q2	$327K	Hold	3,226	–	–	0.06%	80
2024 Q1	$296K	Sell	3,226 -81	-2%	-$7.47K	0.05%	87
2023 Q4	$311K	Sell	3,307 -16	-0.5%	-$1.47K	0.06%	85
2023 Q3	$308K	Buy	3,323 +99	+3%	+$9.53K	0.07%	78
2023 Q2	$315K	Sell	3,224 -489	-13%	-$46.7K	0.08%	80
2023 Q1	$361K	Buy	3,713 +20	+0.5%	+$1.99K	0.09%	73
2022 Q4	$374K	Hold	3,693	–	–	0.11%	63
2022 Q3	$307K	Hold	3,693	–	–	0.1%	68
2022 Q2	$365K	Hold	3,693	–	–	0.11%	68
2022 Q1	$347K	Hold	3,693	–	–	0.1%	71
2021 Q4	$351K	Hold	3,693	–	–	0.11%	73
2021 Q3	$350K	Hold	3,693	–	–	0.12%	68
2021 Q2	$366K	Hold	3,693	–	–	0.13%	67
2021 Q1	$328K	Sell	3,693 -2,500	-40%	-$212K	0.13%	69
2020 Q4	$513K	Hold	6,193	–	–	0.22%	40
2020 Q3	$464K	Buy	+6,193	New	+$478K	0.23%	40

Other funds holding PM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

TFC Financial Management's PM Position: Q2 2026 in Review

TFC Financial Management increased its Philip Morris (PM) stake by 0.82% in Q2 2026, buying an estimated $4.86K and bringing the position to 3,422 shares worth $619K. The position accounts for 0.07% of the portfolio, ranked #71.

TFC Financial Management first reported a position in PM in Q3 2020 and has held it in 24 quarters since. 1,459 funds tracked by Wall St. Rank hold PM as of Q2 2026.

TFC Financial Management held 3,422 shares of Philip Morris worth $619K as of Q2 2026.
TFC Financial Management bought 28 Philip Morris shares in Q2 2026, an estimated $4.86K.
Philip Morris made up 0.07% of TFC Financial Management's portfolio in Q2 2026, its #71 holding.
TFC Financial Management first reported a position in Philip Morris in Q3 2020 and has held it in 24 quarters since.
1,459 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.