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TFG Advisers’s Philip Morris PM Stock Holding History

TFG Advisers’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
2025
Q2 		$494K Sell
2,713
-6
-0.2% -$1.03K 0.17% 137
2025
Q1 		$432K Sell
2,719
-70
-3% -$9.91K 0.16% 144
2024
Q4 		$336K Sell
2,789
-26
-0.9% -$3.28K 0.12% 160
2024
Q3 		$342K Buy
2,815
+15
+0.5% +$1.74K 0.12% 155
2024
Q2 		$284K Buy
2,800
+17
+0.6% +$1.66K 0.11% 163
2024
Q1 		$255K Sell
2,783
-400
-13% -$36.9K 0.1% 175
2023
Q4 		$299K Sell
3,183
-183
-5% -$16.9K 0.13% 154
2023
Q3 		$312K Buy
3,366
+63
+2% +$6.06K 0.15% 143
2023
Q2 		$322K Buy
3,303
+22
+0.7% +$2.1K 0.15% 145
2023
Q1 		$319K Buy
3,281
+8
+0.2% +$797 0.15% 139
2022
Q4 		$331K Sell
3,273
-294
-8% -$27.7K 0.17% 133
2022
Q3 		$296K Buy
3,567
+8
+0.2% +$763 0.17% 139
2022
Q2 		$351K Buy
3,559
+7
+0.2% +$714 0.19% 123
2022
Q1 		$334K Sell
3,552
-42
-1% -$4.2K 0.15% 142
2021
Q4 		$341K Buy
3,594
+106
+3% +$9.91K 0.15% 149
2021
Q3 		$331K Sell
3,488
-200
-5% -$20.1K 0.16% 144
2021
Q2 		$365K Buy
3,688
+9
+0.2% +$864 0.18% 135
2021
Q1 		$326K Sell
3,679
-112
-3% -$9.51K 0.17% 138
2020
Q4 		$313K Buy
3,791
+76
+2% +$5.92K 0.16% 139
2020
Q3 		$278K Sell
3,715
-249
-6% -$19.2K 0.16% 138
2020
Q2 		$277K Sell
3,964
-10
-0.3% -$729 0.18% 126
2020
Q1 		$289K Sell
3,974
-54
-1% -$4.44K 0.23% 111
2019
Q4 		$342K Sell
4,028
-238
-6% -$19.6K 0.19% 118
2019
Q3 		$323K Sell
4,266
-180
-4% -$14.3K 0.21% 122
2019
Q2 		$349K Buy
4,446
+17
+0.4% +$1.4K 0.24% 113
2019
Q1 		$391K Sell
4,429
-236
-5% -$19K 0.28% 105
2018
Q4 		$311K Buy
+4,665
New +$390K 0.26% 113

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TFG Advisers's PM Position: Q2 2025 in Review

TFG Advisers reduced its Philip Morris (PM) stake by 0.22% in Q2 2025, selling an estimated $1.03K and leaving 2,713 shares worth $494K. The position accounts for 0.17% of the portfolio, ranked #137.

TFG Advisers first reported a position in PM in Q4 2018 and has held it in 27 quarters since. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • TFG Advisers held 2,713 shares of Philip Morris worth $494K as of Q2 2025.
  • TFG Advisers sold 6 Philip Morris shares in Q2 2025, an estimated $1.03K.
  • Philip Morris made up 0.17% of TFG Advisers's portfolio in Q2 2025, its #137 holding.
  • TFG Advisers first reported a position in Philip Morris in Q4 2018 and has held it in 27 quarters since.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.