TI
PM icon

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
Q1 		– Sell
-700
Closed -$112K – 2527
2025
Q4 		$112K Buy
700
+400
+133% +$62K ﹤0.01% 2059
2025
Q3 		$48.7K Buy
+300
New +$50.5K ﹤0.01% 2029

Other funds holding PM

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tidal Investments's PM Position: Q1 2026 in Review

Tidal Investments reduced its Philip Morris (PM) stake by 23% in Q1 2026, selling an estimated $9.74M and leaving 186,261 shares worth $30.8M. The position accounts for 0.06% of the portfolio, ranked #264.

Tidal Investments first reported a position in PM in Q3 2019 and has held it in 26 quarters since. The position peaked at $38.9M in Q4 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Tidal Investments held 186,261 shares of Philip Morris worth $30.8M as of Q1 2026.
  • Tidal Investments sold 56,070 Philip Morris shares in Q1 2026, an estimated $9.74M.
  • Philip Morris made up 0.06% of Tidal Investments's portfolio in Q1 2026, its #264 holding.
  • Tidal Investments first reported a position in Philip Morris in Q3 2019 and has held it in 26 quarters since.
  • Tidal Investments's Philip Morris position peaked at $38.9M in Q4 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.