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
2026 Q1	–	Sell	-368	Closed	-$59K	–	852
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

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

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

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

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

Tucker Asset Management's PM Position: Q1 2026 in Review

Tucker Asset Management sold out of Philip Morris (PM) in Q1 2026, closing a stake of 368 shares — an estimated $59K sold.

Tucker Asset Management first reported a position in PM in Q4 2020 and held it in 19 quarters. The position peaked at $262K in Q1 2025. 2,869 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Tucker Asset Management reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 368 Philip Morris shares in Q1 2026, an estimated $59K.
Tucker Asset Management first reported a position in Philip Morris in Q4 2020 and held it in 19 quarters.
Tucker Asset Management's Philip Morris position peaked at $262K in Q1 2025.
2,869 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.