Frank Rimerman Advisors’s Philip Morris PM Stock Holding History

Frank Rimerman 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 Q3	$7.55M	Buy	39,583 +8,741	+28%	+$1.65M	0.42%	34
2026 Q2	$5.58M	Buy	30,842 +274	+0.9%	+$47.5K	0.32%	50
2026 Q1	$5.05M	Buy	30,568 +13	+0%	+$2.26K	0.33%	48
2025 Q4	$4.9M	Sell	30,555 -7,486	-20%	-$1.16M	0.31%	50
2025 Q3	$6.17M	Sell	38,041 -75	-0.2%	-$12.6K	0.4%	39
2025 Q2	$6.94M	Buy	38,116 +7,108	+23%	+$1.22M	0.47%	29
2025 Q1	$4.92M	Buy	31,008 +267	+0.9%	+$37.8K	0.39%	40
2024 Q4	$3.7M	Buy	30,741 +85	+0.3%	+$10.7K	0.27%	59
2024 Q3	$3.72M	Buy	30,656 +472	+2%	+$54.8K	0.26%	59
2024 Q2	$3.06M	Buy	30,184 +30,160	+125,667%	+$2.95M	0.22%	75
2024 Q1	$2.2K	Hold	24	–	–	﹤0.01%	273
2023 Q4	$2.26K	Buy	+24	New	+$2.21K	﹤0.01%	257
2022 Q2	–	Sell	-4,886	Closed	-$459K	–	116
2022 Q1	$459K	Hold	4,886	–	–	0.15%	78
2021 Q4	$464K	Buy	+4,886	New	+$457K	0.16%	80

Other funds holding PM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Frank Rimerman Advisors's PM Position: Q3 2026 in Review

Frank Rimerman Advisors increased its Philip Morris (PM) stake by 28% in Q3 2026, buying an estimated $1.65M and bringing the position to 39,583 shares worth $7.55M. The position accounts for 0.42% of the portfolio, ranked #34.

Frank Rimerman Advisors first reported a position in PM in Q4 2021 and has held it in 14 quarters since. 2,668 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Frank Rimerman Advisors held 39,583 shares of Philip Morris worth $7.55M as of Q3 2026.
Frank Rimerman Advisors bought 8,741 Philip Morris shares in Q3 2026, an estimated $1.65M.
Philip Morris made up 0.42% of Frank Rimerman Advisors's portfolio in Q3 2026, its #34 holding.
Frank Rimerman Advisors first reported a position in Philip Morris in Q4 2021 and has held it in 14 quarters since.
2,668 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.