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Tilia Fiduciary Partners’s Philip Morris PM Stock Holding History

Tilia Fiduciary Partners’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 		$272K Buy
1,648
+330
+25% +$57.3K 0.15% 101
2025
Q4 		$211K Buy
1,318
+3
+0.2% +$465 0.12% 114
2025
Q3 		$213K Buy
1,315
+2
+0.2% +$336 0.12% 111
2025
Q2 		$239K Buy
1,313
+41
+3% +$7.04K 0.15% 106
2025
Q1 		$202K Buy
+1,272
New +$180K 0.13% 113
2023
Q3 		– Sell
-761
Closed -$74.3K – 370
2023
Q2 		$74.3K Sell
761
-128
-14% -$12.2K 0.07% 165
2023
Q1 		$86.4K Buy
889
+3
+0.3% +$299 0.08% 154
2022
Q4 		$89.6K Buy
886
+4
+0.5% +$377 0.09% 149
2022
Q3 		$76K Buy
882
+4
+0.5% +$381 0.08% 157
2022
Q2 		$82K Buy
878
+3
+0.3% +$306 0.08% 159
2022
Q1 		$82K Buy
875
+3
+0.3% +$300 0.07% 171
2021
Q4 		$83K Buy
+872
New +$81.5K 0.07% 172

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

Tilia Fiduciary Partners's PM Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its Philip Morris (PM) stake by 25% in Q1 2026, buying an estimated $57.3K and bringing the position to 1,648 shares worth $272K. The position accounts for 0.15% of the portfolio, ranked #101.

Tilia Fiduciary Partners first reported a position in PM in Q4 2021 and has held it in 12 quarters since. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Tilia Fiduciary Partners held 1,648 shares of Philip Morris worth $272K as of Q1 2026.
  • Tilia Fiduciary Partners bought 330 Philip Morris shares in Q1 2026, an estimated $57.3K.
  • Philip Morris made up 0.15% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #101 holding.
  • Tilia Fiduciary Partners first reported a position in Philip Morris in Q4 2021 and has held it in 12 quarters since.
  • 2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.