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Tyche Wealth Partners’s Philip Morris PM Stock Holding History

Tyche Wealth 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
Q2 		$3.03M Sell
16,729
-252
-1% -$43.7K 0.42% 53
2026
Q1 		$2.81M Buy
16,981
+164
+1% +$28.5K 0.43% 52
2025
Q4 		$2.7M Sell
16,817
-703
-4% -$109K 0.43% 55
2025
Q3 		$2.84M Sell
17,520
-39
-0.2% -$6.56K 0.5% 48
2025
Q2 		$3.2M Sell
17,559
-261
-1% -$44.8K 0.64% 37
2025
Q1 		$2.83M Buy
17,820
+1,004
+6% +$142K 0.61% 39
2024
Q4 		$2.02M Sell
16,816
-237
-1% -$29.9K 0.43% 48
2024
Q3 		$2.07M Buy
17,053
+141
+0.8% +$16.4K 0.47% 46
2024
Q2 		$1.71M Sell
16,912
-2,731
-14% -$267K 0.42% 50
2024
Q1 		$1.8M Sell
19,643
-396
-2% -$36.5K 0.44% 47
2023
Q4 		$1.89M Buy
+20,039
New +$1.85M 0.45% 44

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tyche Wealth Partners's PM Position: Q2 2026 in Review

Tyche Wealth Partners reduced its Philip Morris (PM) stake by 1.5% in Q2 2026, selling an estimated $43.7K and leaving 16,729 shares worth $3.03M. The position accounts for 0.42% of the portfolio, ranked #53.

Tyche Wealth Partners first reported a position in PM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.2M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Tyche Wealth Partners held 16,729 shares of Philip Morris worth $3.03M as of Q2 2026.
  • Tyche Wealth Partners sold 252 Philip Morris shares in Q2 2026, an estimated $43.7K.
  • Philip Morris made up 0.42% of Tyche Wealth Partners's portfolio in Q2 2026, its #53 holding.
  • Tyche Wealth Partners first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
  • Tyche Wealth Partners's Philip Morris position peaked at $3.2M in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.