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Tufton Capital Management’s Philip Morris PM Stock Holding History

Tufton 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 		$7.16M Sell
39,565
-87
-0.2% -$15.1K 1.2% 29
2026
Q1 		$6.56M Sell
39,652
-897
-2% -$156K 1.19% 28
2025
Q4 		$6.5M Sell
40,549
-579
-1% -$89.7K 1.14% 31
2025
Q3 		$6.67M Sell
41,128
-65
-0.2% -$10.9K 1.19% 33
2025
Q2 		$7.5M Sell
41,193
-1,934
-4% -$332K 1.43% 29
2025
Q1 		$6.85M Buy
43,127
+310
+0.7% +$43.9K 1.32% 30
2024
Q4 		$5.15M Sell
42,817
-223
-0.5% -$28.1K 0.97% 40
2024
Q3 		$5.23M Sell
43,040
-1,781
-4% -$207K 0.98% 38
2024
Q2 		$4.54M Buy
44,821
+332
+0.7% +$32.5K 0.88% 40
2024
Q1 		$4.08M Buy
44,489
+1,501
+3% +$138K 0.8% 43
2023
Q4 		$4.04M Sell
42,988
-1,543
-3% -$142K 0.85% 43
2023
Q3 		$4.12M Sell
44,531
-3,411
-7% -$328K 0.92% 41
2023
Q2 		$4.68M Sell
47,942
-1,407
-3% -$134K 1.01% 38
2023
Q1 		$4.8M Sell
49,349
-729
-1% -$72.6K 1.04% 39
2022
Q4 		$5.07M Buy
50,078
+2,235
+5% +$211K 1.12% 38
2022
Q3 		$3.97M Sell
47,843
-7,015
-13% -$669K 0.96% 41
2022
Q2 		$5.42M Sell
54,858
-650
-1% -$66.3K 1.01% 42
2022
Q1 		$5.21M Sell
55,508
-941
-2% -$94.1K 0.84% 44
2021
Q4 		$5.36M Buy
56,449
+133
+0.2% +$12.4K 0.82% 46
2021
Q3 		$5.34M Sell
56,316
-2,125
-4% -$214K 0.9% 43
2021
Q2 		$5.79M Sell
58,441
-1,460
-2% -$140K 0.95% 41
2021
Q1 		$5.32M Sell
59,901
-2,082
-3% -$177K 0.91% 41
2020
Q4 		$5.13M Buy
61,983
+3,874
+7% +$302K 0.95% 38
2020
Q3 		$4.36M Buy
58,109
+6,190
+12% +$478K 0.9% 41
2020
Q2 		$3.64M Buy
51,919
+1,385
+3% +$101K 0.8% 43
2020
Q1 		$3.69M Buy
50,534
+877
+2% +$72.2K 0.95% 42
2019
Q4 		$4.22M Sell
49,657
-1,260
-2% -$104K 0.83% 44
2019
Q3 		$3.87M Sell
50,917
-1,590
-3% -$126K 0.82% 47
2019
Q2 		$4.12M Buy
52,507
+1,111
+2% +$91.8K 0.87% 45
2019
Q1 		$4.54M Buy
51,396
+2,991
+6% +$241K 0.97% 43
2018
Q4 		$3.23M Buy
48,405
+1,334
+3% +$111K 0.79% 48
2018
Q3 		$3.84M Sell
47,071
-15,125
-24% -$1.24M 0.82% 47
2018
Q2 		$5.02M Buy
62,196
+22,182
+55% +$1.88M 1.08% 39
2018
Q1 		$3.98M Buy
40,014
+1,069
+3% +$111K 0.78% 51
2017
Q4 		$4.12M Sell
38,945
-489
-1% -$52.1K 0.79% 50
2017
Q3 		$4.38M Sell
39,434
-260
-0.7% -$30.3K 0.88% 46
2017
Q2 		$4.66M Sell
39,694
-855
-2% -$99K 0.95% 45
2017
Q1 		$4.58M Sell
40,549
-605
-1% -$62.4K 0.9% 45
2016
Q4 		$3.77M Sell
41,154
-81
-0.2% -$7.51K 0.76% 51
2016
Q3 		$4.01M Sell
41,235
-50
-0.1% -$5.01K 0.81% 48
2016
Q2 		$4.2M Sell
41,285
-2,150
-5% -$214K 0.85% 48
2016
Q1 		$4.26M Sell
43,435
-130
-0.3% -$11.9K 1.06% 44
2015
Q4 		$3.83M Buy
43,565
+45
+0.1% +$3.91K 0.94% 49
2015
Q3 		$3.45M Sell
43,520
-995
-2% -$81.9K 0.76% 55
2015
Q2 		$3.57M Buy
44,515
+12,972
+41% +$1.07M 0.72% 58
2015
Q1 		$2.38M Buy
31,543
+30
+0.1% +$2.44K 0.44% 67
2014
Q4 		$2.57M Buy
31,513
+110
+0.4% +$9.45K 0.47% 66
2014
Q3 		$2.62M Buy
31,403
+1,175
+4% +$99.4K 0.49% 66
2014
Q2 		$2.55M Sell
30,228
-15
-0% -$1.29K 0.52% 66
2014
Q1 		$2.48M Buy
30,243
+310
+1% +$25K 0.52% 67
2013
Q4 		$2.61M Buy
29,933
+148
+0.5% +$12.9K 0.56% 64
2013
Q3 		$2.58M Sell
29,785
-2,713
-8% -$237K 0.61% 60
2013
Q2 		$2.81M Buy
+32,498
New +$3.02M 0.68% 58

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Tufton Capital Management reduced its Philip Morris (PM) stake by 0.22% in Q2 2026, selling an estimated $15.1K and leaving 39,565 shares worth $7.16M. The position accounts for 1.2% of the portfolio, ranked #29.

Tufton Capital Management first reported a position in PM in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.5M in Q2 2025. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Tufton Capital Management held 39,565 shares of Philip Morris worth $7.16M as of Q2 2026.
  • Tufton Capital Management sold 87 Philip Morris shares in Q2 2026, an estimated $15.1K.
  • Philip Morris made up 1.2% of Tufton Capital Management's portfolio in Q2 2026, its #29 holding.
  • Tufton Capital Management first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
  • Tufton Capital Management's Philip Morris position peaked at $7.5M in Q2 2025.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Tufton Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.