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Tranquilli Financial Advisor’s Philip Morris PM Stock Holding History

Tranquilli Financial Advisor’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 		$1.27M Sell
7,703
-302
-4% -$52.5K 0.74% 37
2025
Q4 		$1.28M Sell
8,005
-140
-2% -$21.7K 0.75% 39
2025
Q3 		$1.32M Buy
8,145
+188
+2% +$31.6K 0.78% 38
2025
Q2 		$1.45M Buy
7,957
+231
+3% +$39.7K 0.9% 35
2025
Q1 		$1.23M Sell
7,726
-79
-1% -$11.2K 0.78% 37
2024
Q4 		$939K Sell
7,805
-102
-1% -$12.9K 0.6% 42
2024
Q3 		$960K Buy
7,907
+15
+0.2% +$1.74K 0.6% 44
2024
Q2 		$799K Buy
7,892
+48
+0.6% +$4.69K 0.54% 46
2024
Q1 		$719K Sell
7,844
-121
-2% -$11.2K 0.48% 55
2023
Q4 		$749K Sell
7,965
-365
-4% -$33.6K 0.53% 42
2023
Q3 		$771K Buy
8,330
+678
+9% +$65.3K 0.56% 40
2023
Q2 		$747K Buy
7,652
+1,473
+24% +$141K 0.53% 39
2023
Q1 		$601K Buy
6,179
+72
+1% +$7.17K 0.45% 39
2022
Q4 		$618K Buy
6,107
+1,418
+30% +$134K 0.47% 37
2022
Q3 		$389K Buy
4,689
+1,262
+37% +$120K 0.31% 41
2022
Q2 		$338K Buy
3,427
+51
+2% +$5.2K 0.26% 45
2022
Q1 		$317K Buy
3,376
+174
+5% +$17.4K 0.23% 63
2021
Q4 		$304K Buy
3,202
+918
+40% +$85.8K 0.21% 69
2021
Q3 		$217K Buy
2,284
+46
+2% +$4.63K 0.16% 71
2021
Q2 		$222K Sell
2,238
-28
-1% -$2.69K 0.17% 74
2021
Q1 		$201K Buy
+2,266
New +$192K 0.16% 73

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

Tranquilli Financial Advisor's PM Position: Q1 2026 in Review

Tranquilli Financial Advisor reduced its Philip Morris (PM) stake by 3.8% in Q1 2026, selling an estimated $52.5K and leaving 7,703 shares worth $1.27M. The position accounts for 0.74% of the portfolio, ranked #37.

Tranquilli Financial Advisor first reported a position in PM in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.45M in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Tranquilli Financial Advisor held 7,703 shares of Philip Morris worth $1.27M as of Q1 2026.
  • Tranquilli Financial Advisor sold 302 Philip Morris shares in Q1 2026, an estimated $52.5K.
  • Philip Morris made up 0.74% of Tranquilli Financial Advisor's portfolio in Q1 2026, its #37 holding.
  • Tranquilli Financial Advisor first reported a position in Philip Morris in Q1 2021 and has held it in 21 quarters since.
  • Tranquilli Financial Advisor's Philip Morris position peaked at $1.45M in Q2 2025.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.