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Tortoise Investment Management’s Philip Morris PM Stock Holding History

Tortoise Investment Management’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 		$230K Buy
1,391
+74
+6% +$12.9K 0.02% 223
2025
Q4 		$211K Buy
1,317
+7
+0.5% +$1.08K 0.02% 227
2025
Q3 		$213K Sell
1,310
-42
-3% -$7.07K 0.02% 224
2025
Q2 		$246K Buy
1,352
+23
+2% +$3.95K 0.02% 199
2025
Q1 		$211K Buy
1,329
+3
+0.2% +$425 0.02% 209
2024
Q4 		$160K Buy
1,326
+2
+0.2% +$252 0.02% 252
2024
Q3 		$161K Buy
1,324
+8
+0.6% +$930 0.02% 253
2024
Q2 		$133K Buy
1,316
+348
+36% +$34K 0.02% 267
2024
Q1 		$88.7K Buy
968
+3
+0.3% +$277 0.01% 309
2023
Q4 		$90.8K Buy
965
+2
+0.2% +$184 0.01% 287
2023
Q3 		$89.1K Buy
963
+3
+0.3% +$289 0.01% 285
2023
Q2 		$93.7K Buy
960
+200
+26% +$19.1K 0.01% 280
2023
Q1 		$73.9K Sell
760
-32
-4% -$3.19K 0.01% 298
2022
Q4 		$80.2K Hold
792
– – 0.01% 280
2022
Q3 		$66K Hold
792
– – 0.01% 283
2022
Q2 		$78K Sell
792
-50
-6% -$5.1K 0.02% 249
2022
Q1 		$79K Sell
842
-259
-24% -$25.9K 0.01% 254
2021
Q4 		$105K Buy
1,101
+601
+120% +$56.2K 0.02% 215
2021
Q3 		$47K Hold
500
– – 0.01% 283
2021
Q2 		$50K Hold
500
– – 0.01% 277
2021
Q1 		$44K Hold
500
– – 0.01% 272
2020
Q4 		$41K Hold
500
– – 0.01% 259
2020
Q3 		$37K Sell
500
-70
-12% -$5.4K 0.01% 254
2020
Q2 		$40K Sell
570
-100
-15% -$7.29K 0.01% 243
2020
Q1 		$49K Hold
670
– – 0.01% 224
2019
Q4 		$57K Hold
670
– – 0.01% 237
2019
Q3 		$51K Sell
670
-100
-13% -$7.92K 0.01% 239
2019
Q2 		$60K Buy
770
+200
+35% +$16.5K 0.02% 234
2019
Q1 		$50K Hold
570
– – 0.01% 249
2018
Q4 		$38K Hold
570
– – 0.01% 262
2018
Q3 		$46K Sell
570
-151
-21% -$12.4K 0.01% 254
2018
Q2 		$58K Hold
721
– – 0.02% 232
2018
Q1 		$72K Hold
721
– – 0.02% 206
2017
Q4 		$76K Hold
721
– – 0.02% 204
2017
Q3 		$80K Hold
721
– – 0.02% 194
2017
Q2 		$85K Buy
721
+77
+12% +$8.92K 0.03% 172
2017
Q1 		$73K Buy
644
+74
+13% +$7.63K 0.02% 170
2016
Q4 		$52K Hold
570
– – 0.02% 195
2016
Q3 		$55K Hold
570
– – 0.02% 186
2016
Q2 		$58K Hold
570
– – 0.02% 182
2016
Q1 		$56K Buy
570
+70
+14% +$6.42K 0.02% 183
2015
Q4 		$44K Hold
500
– – 0.02% 219
2015
Q3 		$40K Sell
500
-118
-19% -$9.71K 0.02% 218
2015
Q2 		$50K Hold
618
– – 0.02% 212
2015
Q1 		$47K Hold
618
– – 0.02% 216
2014
Q4 		$50K Buy
618
+118
+24% +$10.1K 0.02% 211
2014
Q3 		$42K Sell
500
-31
-6% -$2.62K 0.02% 221
2014
Q2 		$45K Buy
531
+31
+6% +$2.67K 0.02% 215
2014
Q1 		$41K Hold
500
– – 0.02% 203
2013
Q4 		$44K Sell
500
-500
-50% -$43.7K 0.02% 183
2013
Q3 		$87K Hold
1,000
– – 0.05% 118
2013
Q2 		$87K Buy
+1,000
New +$92.9K 0.06% 107

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

Tortoise Investment Management's PM Position: Q1 2026 in Review

Tortoise Investment Management increased its Philip Morris (PM) stake by 5.6% in Q1 2026, buying an estimated $12.9K and bringing the position to 1,391 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #223.

Tortoise Investment Management first reported a position in PM in Q2 2013 and has held it in 52 quarters since. The position peaked at $246K in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Tortoise Investment Management held 1,391 shares of Philip Morris worth $230K as of Q1 2026.
  • Tortoise Investment Management bought 74 Philip Morris shares in Q1 2026, an estimated $12.9K.
  • Philip Morris made up 0.02% of Tortoise Investment Management's portfolio in Q1 2026, its #223 holding.
  • Tortoise Investment Management first reported a position in Philip Morris in Q2 2013 and has held it in 52 quarters since.
  • Tortoise Investment Management's Philip Morris position peaked at $246K in Q2 2025.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.