Tucker Asset Management’s Philip Morris PM Stock Holding History

Tucker Asset 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
2025 Q4	$59K	Buy	+368	New	+$57K	0.02%	274
2025 Q2	–	Sell	-1,653	Closed	-$262K	–	332
2025 Q1	$262K	Buy	1,653 +1,591	+2,566%	+$225K	0.09%	61
2024 Q4	$7.46K	Sell	62 -1,929	-97%	-$243K	﹤0.01%	860
2024 Q3	$242K	Buy	1,991 +1,951	+4,878%	+$227K	0.06%	127
2024 Q2	$4.05K	Buy	40 +28	+233%	+$2.74K	﹤0.01%	1136
2024 Q1	$1.1K	Hold	12	–	–	﹤0.01%	1426
2023 Q4	$1.13K	Hold	12	–	–	﹤0.01%	1234
2023 Q3	$1.11K	Hold	12	–	–	﹤0.01%	1155
2023 Q2	$1.17K	Hold	12	–	–	﹤0.01%	948
2023 Q1	$1.17K	Sell	12 -50	-81%	-$4.98K	﹤0.01%	968
2022 Q4	$6.27K	Hold	62	–	–	﹤0.01%	412
2022 Q3	$5.7K	Buy	62 +50	+417%	+$4.77K	﹤0.01%	407
2022 Q2	$1.19K	Hold	12	–	–	﹤0.01%	511
2022 Q1	$1.13K	Hold	12	–	–	﹤0.01%	487
2021 Q4	$1.13K	Hold	12	–	–	﹤0.01%	396
2021 Q3	$1.13K	Hold	12	–	–	﹤0.01%	332
2021 Q2	$1.19K	Hold	12	–	–	﹤0.01%	301
2021 Q1	$1.06K	Sell	12 -11	-48%	-$934	﹤0.01%	299
2020 Q4	$1.9K	Buy	+23	New	+$1.79K	﹤0.01%	274

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tucker Asset Management's PM Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Philip Morris (PM) in Q4 2025: 368 shares worth $59K. The stake represents 0.02% of the portfolio and ranks #274 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in PM as recently as Q1 2025.

Tucker Asset Management first reported a position in PM in Q4 2020 and has held it in 19 quarters since. The position peaked at $262K in Q1 2025. 2,806 funds tracked by Wall St. Rank hold PM as of Q4 2025.

Tucker Asset Management held 368 shares of Philip Morris worth $59K as of Q4 2025.
Philip Morris was a new Tucker Asset Management position in Q4 2025.
Philip Morris made up 0.02% of Tucker Asset Management's portfolio in Q4 2025, its #274 holding.
Tucker Asset Management first reported a position in Philip Morris in Q4 2020 and has held it in 19 quarters since.
Tucker Asset Management's Philip Morris position peaked at $262K in Q1 2025.
2,806 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.