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 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 $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Frank Rimerman Advisors's PM Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Philip Morris (PM) stake by 0.04% in Q1 2026, buying an estimated $2.26K and bringing the position to 30,568 shares worth $5.05M. The position accounts for 0.33% of the portfolio, ranked #48.

Frank Rimerman Advisors first reported a position in PM in Q4 2021 and has held it in 12 quarters since. The position peaked at $6.94M in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Frank Rimerman Advisors held 30,568 shares of Philip Morris worth $5.05M as of Q1 2026.
Frank Rimerman Advisors bought 13 Philip Morris shares in Q1 2026, an estimated $2.26K.
Philip Morris made up 0.33% of Frank Rimerman Advisors's portfolio in Q1 2026, its #48 holding.
Frank Rimerman Advisors first reported a position in Philip Morris in Q4 2021 and has held it in 12 quarters since.
Frank Rimerman Advisors's Philip Morris position peaked at $6.94M in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.