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Tidemark’s Philip Morris PM Stock Holding History

Tidemark’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 		$51.8K Buy
286
+1
+0.4% +$173 0.01% 304
2026
Q1 		$47.1K Buy
+285
New +$49.5K 0.01% 277
2025
Q4 		– Sell
-274
Closed -$44.4K – 704
2025
Q3 		$44.4K Buy
274
+2
+0.7% +$336 0.01% 262
2025
Q2 		$49.6K Buy
272
+20
+8% +$3.43K 0.02% 240
2025
Q1 		$40K Buy
252
+14
+6% +$1.98K 0.01% 273
2024
Q4 		$28.6K Buy
238
+2
+0.8% +$252 0.01% 310
2024
Q3 		$28.7K Sell
236
-2
-0.8% -$232 0.01% 298
2024
Q2 		$24.2K Sell
238
-132
-36% -$12.9K 0.01% 301
2024
Q1 		$33.9K Sell
370
-283
-43% -$26.1K 0.02% 285
2023
Q4 		$61.5K Buy
+653
New +$60.2K 0.04% 204

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

Tidemark's PM Position: Q2 2026 in Review

Tidemark increased its Philip Morris (PM) stake by 0.35% in Q2 2026, buying an estimated $173 and bringing the position to 286 shares worth $51.8K. The position accounts for 0.01% of the portfolio, ranked #304.

Tidemark first reported a position in PM in Q4 2023 and has held it in 10 quarters since. The position peaked at $61.5K in Q4 2023. 2,913 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Tidemark held 286 shares of Philip Morris worth $51.8K as of Q2 2026.
  • Tidemark bought 1 Philip Morris share in Q2 2026, an estimated $173.
  • Philip Morris made up 0.01% of Tidemark's portfolio in Q2 2026, its #304 holding.
  • Tidemark first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
  • Tidemark's Philip Morris position peaked at $61.5K in Q4 2023.
  • 2,913 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.