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 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tilson Financial Group's PM Position: Q1 2026 in Review

Tilson Financial Group increased its Philip Morris (PM) stake by 2.3% in Q1 2026, buying an estimated $7.13K and bringing the position to 1,844 shares worth $305K. The position accounts for 0.09% of the portfolio, ranked #68.

Tilson Financial Group first reported a position in PM in Q4 2022 and has held it in 9 quarters since. The position peaked at $329K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Tilson Financial Group held 1,844 shares of Philip Morris worth $305K as of Q1 2026.
Tilson Financial Group bought 41 Philip Morris shares in Q1 2026, an estimated $7.13K.
Philip Morris made up 0.09% of Tilson Financial Group's portfolio in Q1 2026, its #68 holding.
Tilson Financial Group first reported a position in Philip Morris in Q4 2022 and has held it in 9 quarters since.
Tilson Financial Group's Philip Morris position peaked at $329K in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Tilson Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.