Tradewinds Capital Management’s Philip Morris PM Stock Holding History

Tradewinds Capital 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 Q2	$18.1K	Hold	100	–	–	﹤0.01%	328
2026 Q1	$16.5K	Hold	100	–	–	﹤0.01%	335
2025 Q4	$16K	Hold	100	–	–	﹤0.01%	332
2025 Q3	$16.2K	Hold	100	–	–	﹤0.01%	320
2025 Q2	$18.2K	Hold	100	–	–	﹤0.01%	290
2025 Q1	$15.9K	Hold	100	–	–	﹤0.01%	308
2024 Q4	$12K	Buy	+100	New	+$12.6K	﹤0.01%	354
2024 Q3	–	Sell	-10	Closed	-$1.01K	–	647
2024 Q2	$1.01K	Hold	10	–	–	﹤0.01%	489
2024 Q1	$917	Hold	10	–	–	﹤0.01%	465
2023 Q4	$941	Hold	10	–	–	﹤0.01%	389
2023 Q3	$926	Buy	+10	New	+$962	﹤0.01%	394
2022 Q2	–	Sell	-1,408	Closed	-$132K	–	695
2022 Q1	$132K	Hold	1,408	–	–	0.02%	155
2021 Q4	$134K	Hold	1,408	–	–	0.02%	155
2021 Q3	$133K	Sell	1,408 -8	-0.6%	-$805	0.02%	139
2021 Q2	$140K	Buy	1,416 +8	+0.6%	+$768	0.03%	141
2021 Q1	$125K	Hold	1,408	–	–	0.02%	137
2020 Q4	$117K	Hold	1,408	–	–	0.03%	145
2020 Q3	$106K	Hold	1,408	–	–	0.03%	130
2020 Q2	$99K	Hold	1,408	–	–	0.03%	136
2020 Q1	$103K	Sell	1,408 -65	-4%	-$5.35K	0.03%	121
2019 Q4	$125K	Sell	1,473 -139	-9%	-$11.5K	0.04%	126
2019 Q3	$122K	Buy	1,612 +139	+9%	+$11K	0.05%	109
2019 Q2	$116K	Hold	1,473	–	–	0.05%	111
2019 Q1	$130K	Hold	1,473	–	–	0.05%	128
2018 Q4	$98K	Sell	1,473 -175	-11%	-$14.6K	0.05%	132
2018 Q3	$134K	Hold	1,648	–	–	0.05%	128
2018 Q2	$133K	Hold	1,648	–	–	0.06%	128
2018 Q1	$164K	Hold	1,648	–	–	0.07%	116
2017 Q4	$174K	Hold	1,648	–	–	0.08%	113
2017 Q3	$183K	Hold	1,648	–	–	0.09%	106
2017 Q2	$194K	Hold	1,648	–	–	0.1%	99
2017 Q1	$186K	Hold	1,648	–	–	0.12%	99
2016 Q4	$151K	Sell	1,648 -25	-1%	-$2.32K	0.1%	108
2016 Q3	$163K	Buy	1,673 +319	+24%	+$32K	0.11%	97
2016 Q2	$138K	Hold	1,354	–	–	0.1%	114
2016 Q1	$133K	Sell	1,354 -31	-2%	-$2.84K	0.09%	133
2015 Q4	$122K	Buy	1,385 +56	+4%	+$4.86K	0.09%	135
2015 Q3	$105K	Hold	1,329	–	–	0.08%	137
2015 Q2	$107K	Sell	1,329 -65	-5%	-$5.35K	0.08%	145
2015 Q1	$105K	Hold	1,394	–	–	0.08%	152
2014 Q4	$114K	Hold	1,394	–	–	0.08%	151
2014 Q3	$116K	Hold	1,394	–	–	0.09%	143
2014 Q2	$118K	Sell	1,394 -223	-14%	-$19.2K	0.09%	146
2014 Q1	$132K	Sell	1,617 -148	-8%	-$12K	0.11%	135
2013 Q4	$154K	Buy	+1,765	New	+$154K	0.13%	124

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tradewinds Capital Management's PM Position: Q2 2026 in Review

Tradewinds Capital Management held its Philip Morris (PM) position steady in Q2 2026 at 100 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Tradewinds Capital Management first reported a position in PM in Q4 2013 and has held it in 45 quarters since. The position peaked at $194K in Q2 2017. 2,913 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Tradewinds Capital Management held 100 shares of Philip Morris worth $18.1K as of Q2 2026.
Tradewinds Capital Management left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #328 holding.
Tradewinds Capital Management first reported a position in Philip Morris in Q4 2013 and has held it in 45 quarters since.
Tradewinds Capital Management's Philip Morris position peaked at $194K in Q2 2017.
2,913 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.