Tower Bridge Advisors’s Philip Morris PM Stock Holding History

Tower Bridge Advisors’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	$1.88M	Buy	11,389 +425	+4%	+$73.9K	0.18%	94
2025 Q4	$1.76M	Buy	10,964 +1,250	+13%	+$194K	0.18%	88
2025 Q3	$1.58M	Buy	+9,714	New	+$1.63M	0.16%	94
2024 Q1	–	Sell	-2,497	Closed	-$235K	–	213
2023 Q4	$235K	Hold	2,497	–	–	0.02%	206
2023 Q3	$231K	Sell	2,497 -543	-18%	-$52.3K	0.02%	207
2023 Q2	$297K	Sell	3,040 -1,234	-29%	-$118K	0.03%	178
2023 Q1	$416K	Sell	4,274 -51	-1%	-$5.08K	0.03%	186
2022 Q4	$438K	Hold	4,325	–	–	0.04%	186
2022 Q3	$359K	Hold	4,325	–	–	0.03%	189
2022 Q2	$427K	Sell	4,325 -100	-2%	-$10.2K	0.03%	183
2022 Q1	$416K	Sell	4,425 -2,174	-33%	-$218K	0.03%	205
2021 Q4	$627K	Sell	6,599 -300	-4%	-$28K	0.04%	188
2021 Q3	$654K	Hold	6,899	–	–	0.04%	180
2021 Q2	$684K	Sell	6,899 -991	-13%	-$95.1K	0.05%	174
2021 Q1	$700K	Sell	7,890 -1,700	-18%	-$144K	0.05%	165
2020 Q4	$794K	Buy	9,590 +1,850	+24%	+$144K	0.06%	148
2020 Q3	$580K	Sell	7,740 -95	-1%	-$7.33K	0.06%	134
2020 Q2	$549K	Buy	7,835 +1,300	+20%	+$94.8K	0.06%	132
2020 Q1	$477K	Sell	6,535 -1,390	-18%	-$114K	0.06%	132
2019 Q4	$674K	Sell	7,925 -3,152	-28%	-$260K	0.07%	136
2019 Q3	$926K	Sell	11,077 -7,149	-39%	-$567K	0.1%	124
2019 Q2	$1.43M	Sell	18,226 -225	-1%	-$18.6K	0.16%	107
2019 Q1	$1.63M	Sell	18,451 -1,149	-6%	-$92.5K	0.19%	99
2018 Q4	$1.31M	Sell	19,600 -1,265	-6%	-$106K	0.17%	103
2018 Q3	$1.7M	Sell	20,865 -2,790	-12%	-$229K	0.18%	105
2018 Q2	$1.91M	Sell	23,655 -39	-0.2%	-$3.31K	0.21%	100
2018 Q1	$2.36M	Sell	23,694 -7,885	-25%	-$821K	0.26%	93
2017 Q4	$3.34M	Buy	31,579 +14,939	+90%	+$1.59M	0.36%	76
2017 Q3	$1.85M	Sell	16,640 -600	-3%	-$69.8K	0.21%	93
2017 Q2	$2.02M	Buy	17,240 +225	+1%	+$26.1K	0.23%	90
2017 Q1	$1.92M	Sell	17,015 -675	-4%	-$69.6K	0.22%	95
2016 Q4	$1.62M	Sell	17,690 -175	-1%	-$16.2K	0.2%	98
2016 Q3	$1.74M	Sell	17,865 -50	-0.3%	-$5.01K	0.21%	96
2016 Q2	$1.82M	Sell	17,915 -490	-3%	-$48.9K	0.23%	97
2016 Q1	$1.81M	Buy	18,405 +115	+0.6%	+$10.5K	0.23%	95
2015 Q4	$1.61M	Hold	18,290	–	–	0.21%	96
2015 Q3	$1.45M	Sell	18,290 -50	-0.3%	-$4.12K	0.2%	96
2015 Q2	$1.47M	Sell	18,340 -160	-0.9%	-$13.2K	0.19%	100
2015 Q1	$1.39M	Sell	18,500 -55	-0.3%	-$4.46K	0.18%	98
2014 Q4	$1.51M	Buy	18,555 +55	+0.3%	+$4.72K	0.19%	100
2014 Q3	$1.54M	Hold	18,500	–	–	0.19%	95
2014 Q2	$1.56M	Sell	18,500 -2,259	-11%	-$194K	0.19%	95
2014 Q1	$1.7M	Sell	20,759 -2,831	-12%	-$229K	0.22%	89
2013 Q4	$2.06M	Sell	23,590 -739	-3%	-$64.5K	0.27%	81
2013 Q3	$2.11M	Sell	24,329 -4,250	-15%	-$372K	0.3%	79
2013 Q2	$2.48M	Buy	+28,579	New	+$2.66M	0.37%	72

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

Tower Bridge Advisors's PM Position: Q1 2026 in Review

Tower Bridge Advisors increased its Philip Morris (PM) stake by 3.9% in Q1 2026, buying an estimated $73.9K and bringing the position to 11,389 shares worth $1.88M. The position accounts for 0.18% of the portfolio, ranked #94.

Tower Bridge Advisors first reported a position in PM in Q2 2013 and has held it in 46 quarters since. The position peaked at $3.34M in Q4 2017. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Tower Bridge Advisors held 11,389 shares of Philip Morris worth $1.88M as of Q1 2026.
Tower Bridge Advisors bought 425 Philip Morris shares in Q1 2026, an estimated $73.9K.
Philip Morris made up 0.18% of Tower Bridge Advisors's portfolio in Q1 2026, its #94 holding.
Tower Bridge Advisors first reported a position in Philip Morris in Q2 2013 and has held it in 46 quarters since.
Tower Bridge Advisors's Philip Morris position peaked at $3.34M in Q4 2017.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Tower Bridge Advisors's 13F filing for Q1 2026, filed 12 May 2026.