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B. Riley Wealth Advisors’s Philip Morris PM Stock Holding History

B. Riley Wealth Advisors’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 		$1.5M Sell
8,221
-1,039
-11% -$180K 0.08% 221
2026
Q1 		$1.53M Sell
9,260
-760
-8% -$132K 0.1% 201
2025
Q4 		$1.61M Buy
10,020
+189
+2% +$29.3K 0.07% 247
2025
Q3 		$1.59M Sell
9,831
-648
-6% -$109K 0.07% 251
2025
Q2 		$1.91M Buy
+10,479
New +$1.8M 0.09% 220
2024
Q4 		$2.41M Sell
19,825
-3,783
-16% -$477K 0.08% 247
2024
Q3 		$2.89M Sell
23,608
-7,345
-24% -$853K 0.08% 238
2024
Q2 		$3.18M Sell
30,953
-9,031
-23% -$883K 0.08% 231
2024
Q1 		$3.75M Buy
39,984
+7,981
+25% +$736K 0.1% 201
2023
Q4 		$3.05M Sell
32,003
-7,981
-20% -$735K 0.08% 253
2023
Q3 		$3.75M Sell
39,984
-1,132
-3% -$109K 0.1% 201
2023
Q2 		$4.06M Sell
41,116
-3,177
-7% -$304K 0.09% 225
2023
Q1 		$4.35M Sell
44,293
-8,487
-16% -$846K 0.12% 194
2022
Q4 		$5.4M Buy
52,780
+4,931
+10% +$465K 0.15% 155
2022
Q3 		$3.97M Buy
47,849
+6,927
+17% +$661K 0.12% 182
2022
Q2 		$4.04M Sell
40,922
-2,853
-7% -$291K 0.17% 130
2022
Q1 		$4.11M Sell
43,775
-9,173
-17% -$918K 0.13% 163
2021
Q4 		$5.03M Buy
52,948
+1,559
+3% +$146K 0.14% 149
2021
Q3 		$4.9M Buy
51,389
+574
+1% +$57.7K 0.16% 141
2021
Q2 		$4.96M Buy
50,815
+2,800
+6% +$269K 0.16% 148
2021
Q1 		$4.23M Buy
48,015
+12,203
+34% +$1.04M 0.15% 159
2020
Q4 		$2.97M Sell
35,812
-8,028
-18% -$625K 0.16% 146
2020
Q3 		$3.25M Buy
43,840
+2,471
+6% +$191K 0.17% 137
2020
Q2 		$2.9M Sell
41,369
-3,430
-8% -$250K 0.19% 125
2020
Q1 		$3.27M Buy
44,799
+6,952
+18% +$572K 0.28% 85
2019
Q4 		$3.22M Buy
37,847
+5,635
+17% +$464K 0.27% 84
2019
Q3 		$2.45M Buy
32,212
+6,713
+26% +$532K 0.24% 90
2019
Q2 		$2.01M Buy
25,499
+3,243
+15% +$268K 0.22% 92
2019
Q1 		$1.96M Buy
22,256
+5,844
+36% +$471K 0.24% 94
2018
Q4 		$1.1M Sell
16,412
-70
-0.4% -$5.85K 0.16% 142
2018
Q3 		$1.35M Sell
16,482
-1,926
-10% -$158K 0.16% 144
2018
Q2 		$1.49M Buy
18,408
+1,790
+11% +$152K 0.2% 120
2018
Q1 		$1.66M Buy
16,618
+659
+4% +$68.6K 0.23% 109
2017
Q4 		$1.69M Buy
15,959
+2,018
+14% +$215K 0.23% 118
2017
Q3 		$1.55M Buy
13,941
+10
+0.1% +$1.16K 0.26% 103
2017
Q2 		$1.64M Buy
13,931
+205
+1% +$23.7K 0.3% 97
2017
Q1 		$1.55M Sell
13,726
-1,114
-8% -$115K 0.31% 88
2016
Q4 		$1.36M Sell
14,840
-4,349
-23% -$403K 0.28% 96
2016
Q3 		$1.87M Sell
19,189
-3,084
-14% -$309K 0.37% 60
2016
Q2 		$1.92M Buy
22,273
+792
+4% +$79K 0.38% 57
2016
Q1 		$1.76M Sell
21,481
-522
-2% -$47.9K 0.41% 59
2015
Q4 		$1.94M Sell
22,003
-1,681
-7% -$146K 0.39% 62
2015
Q3 		$1.88M Buy
23,684
+4,006
+20% +$330K 0.45% 44
2015
Q2 		$1.58M Sell
19,678
-3,910
-17% -$322K 0.39% 55
2015
Q1 		$1.78M Sell
23,588
-9,986
-30% -$811K 0.43% 49
2014
Q4 		$13.7K Buy
33,574
+13,846
+70% +$1.19M 0.29% 61
2014
Q3 		$1.65M Sell
19,728
-9,458
-32% -$800K 0.43% 44
2014
Q2 		$1.22M Buy
29,186
+14,091
+93% +$1.21M 0.29% 65
2014
Q1 		$1.24M Sell
15,095
-1,029
-6% -$83.1K 0.37% 56
2013
Q4 		$1.41M Sell
16,124
-523
-3% -$45.7K 0.45% 43
2013
Q3 		$1.44M Sell
16,647
-1,898
-10% -$166K 0.49% 37
2013
Q2 		$1.61M Buy
+18,545
New +$1.72M 0.55% 29

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

B. Riley Wealth Advisors's PM Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Philip Morris (PM) stake by 11% in Q2 2026, selling an estimated $180K and leaving 8,221 shares worth $1.5M. The position accounts for 0.08% of the portfolio, ranked #221.

B. Riley Wealth Advisors first reported a position in PM in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.4M in Q4 2022. 1,040 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • B. Riley Wealth Advisors held 8,221 shares of Philip Morris worth $1.5M as of Q2 2026.
  • B. Riley Wealth Advisors sold 1,039 Philip Morris shares in Q2 2026, an estimated $180K.
  • Philip Morris made up 0.08% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #221 holding.
  • B. Riley Wealth Advisors first reported a position in Philip Morris in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Philip Morris position peaked at $5.4M in Q4 2022.
  • 1,040 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.