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TPG Financial Advisors’s Philip Morris PM Stock Holding History

TPG Financial 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
Q2 		$240K Hold
1,326
– – 0.07% 75
2026
Q1 		$219K Sell
1,326
-116
-8% -$20.2K 0.07% 68
2025
Q4 		$231K Buy
1,442
+148
+11% +$22.9K 0.08% 64
2025
Q3 		$210K Sell
1,294
-34
-3% -$5.72K 0.08% 62
2025
Q2 		$242K Buy
1,328
+25
+2% +$4.29K 0.1% 60
2025
Q1 		$207K Buy
+1,303
New +$185K 0.09% 63

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 $3.38T AUM 44.17% 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

TPG Financial Advisors's PM Position: Q2 2026 in Review

TPG Financial Advisors held its Philip Morris (PM) position steady in Q2 2026 at 1,326 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #75.

TPG Financial Advisors first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $242K in Q2 2025. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • TPG Financial Advisors held 1,326 shares of Philip Morris worth $240K as of Q2 2026.
  • TPG Financial Advisors left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.07% of TPG Financial Advisors's portfolio in Q2 2026, its #75 holding.
  • TPG Financial Advisors first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • TPG Financial Advisors's Philip Morris position peaked at $242K in Q2 2025.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.