TFG
PM icon

Tilson Financial Group’s Philip Morris PM Stock Holding History

Tilson Financial Group’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 		$356K Buy
1,967
+123
+7% +$21.3K 0.1% 67
2026
Q1 		$305K Buy
1,844
+41
+2% +$7.13K 0.09% 68
2025
Q4 		$289K Sell
1,803
-1
-0.1% -$155 0.09% 72
2025
Q3 		$293K Hold
1,804
– – 0.1% 66
2025
Q2 		$329K Sell
1,804
-171
-9% -$29.4K 0.12% 59
2025
Q1 		$313K Hold
1,975
– – 0.12% 60
2024
Q4 		$238K Buy
1,975
+30
+2% +$3.79K 0.1% 64
2024
Q3 		$236K Buy
+1,945
New +$226K 0.1% 67
2023
Q2 		– Sell
-2,052
Closed -$200K – 49
2023
Q1 		$200K Hold
2,052
– – 0.16% 59
2022
Q4 		$208K Buy
+2,052
New +$194K 0.18% 59

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

Tilson Financial Group's PM Position: Q2 2026 in Review

Tilson Financial Group increased its Philip Morris (PM) stake by 6.7% in Q2 2026, buying an estimated $21.3K and bringing the position to 1,967 shares worth $356K. The position accounts for 0.1% of the portfolio, ranked #67.

Tilson Financial Group first reported a position in PM in Q4 2022 and has held it in 10 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Tilson Financial Group held 1,967 shares of Philip Morris worth $356K as of Q2 2026.
  • Tilson Financial Group bought 123 Philip Morris shares in Q2 2026, an estimated $21.3K.
  • Philip Morris made up 0.1% of Tilson Financial Group's portfolio in Q2 2026, its #67 holding.
  • Tilson Financial Group first reported a position in Philip Morris in Q4 2022 and has held it in 10 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.