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Tower View Wealth Management’s Philip Morris PM Stock Holding History

Tower View Wealth 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 		$4.51M Sell
27,294
-2,774
-9% -$482K 2.32% 17
2025
Q4 		$4.82M Sell
30,068
-5,712
-16% -$885K 2.38% 17
2025
Q3 		$5.8M Buy
35,780
+621
+2% +$104K 3% 15
2025
Q2 		$6.4M Buy
35,159
+8,958
+34% +$1.54M 3.32% 11
2025
Q1 		$4.16M Buy
26,201
+25,689
+5,017% +$3.64M 2.42% 16
2024
Q4 		$61.6K Buy
512
+4
+0.8% +$505 0.03% 77
2024
Q3 		$61.7K Buy
508
+4
+0.8% +$465 0.03% 76
2024
Q2 		$51.1K Buy
504
+4
+0.8% +$391 0.03% 79
2024
Q1 		$45.8K Sell
500
-110
-18% -$10.1K 0.03% 85
2023
Q4 		$57K Buy
610
+5
+0.8% +$461 0.04% 76
2023
Q3 		$56K Buy
605
+219
+57% +$21.1K 0.04% 73
2023
Q2 		$38K Sell
386
-282
-42% -$26.9K 0.03% 84
2023
Q1 		$65K Hold
668
– – 0.04% 73
2022
Q4 		$68K Buy
668
+9
+1% +$849 0.05% 73
2022
Q3 		$55K Buy
659
+9
+1% +$858 0.04% 77
2022
Q2 		$64K Hold
650
– – 0.05% 74
2022
Q1 		$61K Sell
650
-150
-19% -$15K 0.03% 97
2021
Q4 		$76K Sell
800
-200
-20% -$18.7K 0.04% 93
2021
Q3 		$95K Buy
+1,000
New +$101K 0.05% 88
2018
Q4 		– Sell
-200
Closed -$16K – 155
2018
Q3 		$16K Sell
200
-459
-70% -$37.7K 0.01% 118
2018
Q2 		$53K Sell
659
-38
-5% -$3.23K 0.05% 84
2018
Q1 		$69K Buy
697
+5
+0.7% +$521 0.07% 79
2017
Q4 		$73K Buy
+692
New +$73.7K 0.07% 81

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

Tower View Wealth Management's PM Position: Q1 2026 in Review

Tower View Wealth Management reduced its Philip Morris (PM) stake by 9.2% in Q1 2026, selling an estimated $482K and leaving 27,294 shares worth $4.51M. The position accounts for 2.32% of the portfolio, ranked #17.

Tower View Wealth Management first reported a position in PM in Q4 2017 and has held it in 23 quarters since. The position peaked at $6.4M in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Tower View Wealth Management held 27,294 shares of Philip Morris worth $4.51M as of Q1 2026.
  • Tower View Wealth Management sold 2,774 Philip Morris shares in Q1 2026, an estimated $482K.
  • Philip Morris made up 2.32% of Tower View Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Tower View Wealth Management first reported a position in Philip Morris in Q4 2017 and has held it in 23 quarters since.
  • Tower View Wealth Management's Philip Morris position peaked at $6.4M in Q2 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.