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Tidal Investments’s Philip Morris PM Stock Holding History

Tidal Investments’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 		$129M Buy
712,231
+525,970
+282% +$91.2M 0.22% 87
2026
Q1 		$30.8M Sell
186,261
-56,070
-23% -$9.74M 0.06% 264
2025
Q4 		$38.9M Buy
242,331
+18,612
+8% +$2.88M 0.09% 187
2025
Q3 		$36.3M Buy
223,719
+126,673
+131% +$21.3M 0.07% 206
2025
Q2 		$17.7M Sell
97,046
-12,701
-12% -$2.18M 0.11% 228
2025
Q1 		$17.4M Sell
109,747
-212,776
-66% -$30.1M 0.14% 175
2024
Q4 		$38.8M Buy
322,523
+146,563
+83% +$18.5M 0.31% 56
2024
Q3 		$21.4M Buy
175,960
+63,828
+57% +$7.42M 0.23% 98
2024
Q2 		$11.4M Buy
112,132
+18,129
+19% +$1.77M 0.15% 129
2024
Q1 		$8.61M Buy
94,003
+40,401
+75% +$3.73M 0.14% 137
2023
Q4 		$5.04M Buy
53,602
+6,015
+13% +$554K 0.12% 145
2023
Q3 		$4.41M Buy
47,587
+12,851
+37% +$1.24M 0.13% 145
2023
Q2 		$3.39M Sell
34,736
-4,916
-12% -$470K 0.1% 197
2023
Q1 		$3.86M Buy
39,652
+8,493
+27% +$846K 0.13% 158
2022
Q4 		$3.15M Sell
31,159
-8,112
-21% -$766K 0.12% 182
2022
Q3 		$3.26M Buy
39,271
+327
+0.8% +$31.2K 0.14% 140
2022
Q2 		$3.85M Sell
38,944
-3,177
-8% -$324K 0.14% 132
2022
Q1 		$3.96M Buy
42,121
+2,586
+7% +$259K 0.12% 138
2021
Q4 		$3.76M Buy
39,535
+16,215
+70% +$1.52M 0.12% 138
2021
Q3 		$2.22M Buy
23,320
+7,240
+45% +$728K 0.08% 168
2021
Q2 		$1.59M Buy
16,080
+8,505
+112% +$816K 0.06% 195
2021
Q1 		$672K Buy
7,575
+1,915
+34% +$163K 0.03% 246
2020
Q4 		$469K Buy
+5,660
New +$441K 0.03% 242
2020
Q3 		– Sell
-4,179
Closed -$293K – 300
2020
Q2 		$293K Buy
4,179
+218
+6% +$15.9K 0.04% 228
2020
Q1 		$289K Buy
3,961
+569
+17% +$46.8K 0.09% 168
2019
Q4 		$289K Buy
3,392
+554
+20% +$45.7K 0.12% 148
2019
Q3 		$215K Buy
+2,838
New +$225K 0.1% 159

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tidal Investments's PM Position: Q2 2026 in Review

Tidal Investments increased its Philip Morris (PM) stake by 282% in Q2 2026, buying an estimated $91.2M and bringing the position to 712,231 shares worth $129M. The position accounts for 0.22% of the portfolio, ranked #87.

Tidal Investments first reported a position in PM in Q3 2019 and has held it in 27 quarters since. 2,930 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Tidal Investments held 712,231 shares of Philip Morris worth $129M as of Q2 2026.
  • Tidal Investments bought 525,970 Philip Morris shares in Q2 2026, an estimated $91.2M.
  • Philip Morris made up 0.22% of Tidal Investments's portfolio in Q2 2026, its #87 holding.
  • Tidal Investments first reported a position in Philip Morris in Q3 2019 and has held it in 27 quarters since.
  • 2,930 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.