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Tranquility Partners’s Philip Morris PM Stock Holding History

Tranquility Partners’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
Q3 		$553K Buy
2,898
+70
+2% +$13.2K 0.19% 121
2026
Q2 		$512K Buy
2,828
+52
+2% +$9.02K 0.18% 130
2026
Q1 		$459K Buy
2,776
+287
+12% +$49.9K 0.17% 139
2025
Q4 		$399K Buy
2,489
+59
+2% +$9.14K 0.14% 150
2025
Q3 		$394K Hold
2,430
– – 0.13% 161
2025
Q2 		$443K Hold
2,430
– – 0.16% 145
2025
Q1 		$386K Sell
2,430
-5
-0.2% -$708 0.15% 154
2024
Q4 		$293K Buy
2,435
+5
+0.2% +$631 0.11% 171
2024
Q3 		$295K Hold
2,430
– – 0.11% 173
2024
Q2 		$246K Sell
2,430
-325
-12% -$31.8K 0.09% 196
2024
Q1 		$252K Sell
2,755
-11
-0.4% -$1.01K 0.1% 195
2023
Q4 		$260K Sell
2,766
-169
-6% -$15.6K 0.11% 177
2023
Q3 		$272K Buy
2,935
+20
+0.7% +$1.92K 0.12% 175
2023
Q2 		$285K Buy
2,915
+22
+0.8% +$2.1K 0.12% 167
2023
Q1 		$281K Buy
2,893
+72
+3% +$7.18K 0.13% 159
2022
Q4 		$286K Buy
2,821
+25
+0.9% +$2.36K 0.15% 147
2022
Q3 		$232K Buy
2,796
+39
+1% +$3.72K 0.13% 170
2022
Q2 		$272K Hold
2,757
– – 0.14% 160
2022
Q1 		$259K Buy
2,757
+134
+5% +$13.4K 0.12% 176
2021
Q4 		$249K Sell
2,623
-15
-0.6% -$1.4K 0.12% 184
2021
Q3 		$250K Sell
2,638
-39
-1% -$3.92K 0.13% 181
2021
Q2 		$265K Sell
2,677
-12
-0.4% -$1.15K 0.15% 164
2021
Q1 		$239K Buy
2,689
+12
+0.4% +$1.02K 0.15% 160
2020
Q4 		$222K Hold
2,677
– – 0.16% 149
2020
Q3 		$201K Buy
+2,677
New +$207K 0.17% 143

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Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Tranquility Partners's PM Position: Q3 2026 in Review

Tranquility Partners increased its Philip Morris (PM) stake by 2.5% in Q3 2026, buying an estimated $13.2K and bringing the position to 2,898 shares worth $553K. The position accounts for 0.19% of the portfolio, ranked #121.

Tranquility Partners first reported a position in PM in Q3 2020 and has held it in 25 quarters since. 607 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Tranquility Partners held 2,898 shares of Philip Morris worth $553K as of Q3 2026.
  • Tranquility Partners bought 70 Philip Morris shares in Q3 2026, an estimated $13.2K.
  • Philip Morris made up 0.19% of Tranquility Partners's portfolio in Q3 2026, its #121 holding.
  • Tranquility Partners first reported a position in Philip Morris in Q3 2020 and has held it in 25 quarters since.
  • 607 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Tranquility Partners's 13F filing for Q3 2026, filed 20 Oct 2026.