LRIA
PM icon

Leonard Rickey Investment Advisors’s Philip Morris PM Stock Holding History

Leonard Rickey Investment 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 		$1.03M Sell
5,695
-53
-0.9% -$9.19K 0.16% 47
2026
Q1 		$950K Buy
5,748
+333
+6% +$57.9K 0.16% 46
2025
Q4 		$869K Buy
5,415
+393
+8% +$60.9K 0.16% 52
2025
Q3 		$815K Buy
5,022
+233
+5% +$39.2K 0.15% 54
2025
Q2 		$872K Buy
4,789
+116
+2% +$19.9K 0.17% 48
2025
Q1 		$736K Sell
4,673
-265
-5% -$37.5K 0.16% 48
2024
Q4 		$594K Buy
4,938
+100
+2% +$12.6K 0.14% 58
2024
Q3 		$587K Buy
4,838
+213
+5% +$24.7K 0.13% 56
2024
Q2 		$469K Buy
4,625
+866
+23% +$84.7K 0.11% 58
2024
Q1 		$344K Buy
3,759
+563
+18% +$51.9K 0.09% 62
2023
Q4 		$301K Buy
3,196
+123
+4% +$11.3K 0.09% 64
2023
Q3 		$284K Buy
3,073
+22
+0.7% +$2.12K 0.09% 65
2023
Q2 		$298K Buy
3,051
+308
+11% +$29.4K 0.11% 55
2023
Q1 		$267K Buy
2,743
+164
+6% +$16.3K 0.1% 55
2022
Q4 		$261K Buy
2,579
+82
+3% +$7.74K 0.11% 56
2022
Q3 		$207K Buy
2,497
+67
+3% +$6.39K 0.1% 57
2022
Q2 		$240K Buy
2,430
+8
+0.3% +$816 0.1% 59
2022
Q1 		$228K Buy
+2,422
New +$242K 0.09% 66

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

Leonard Rickey Investment Advisors's PM Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its Philip Morris (PM) stake by 0.92% in Q2 2026, selling an estimated $9.19K and leaving 5,695 shares worth $1.03M. The position accounts for 0.16% of the portfolio, ranked #47.

Leonard Rickey Investment Advisors first reported a position in PM in Q1 2022 and has held it in 18 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Leonard Rickey Investment Advisors held 5,695 shares of Philip Morris worth $1.03M as of Q2 2026.
  • Leonard Rickey Investment Advisors sold 53 Philip Morris shares in Q2 2026, an estimated $9.19K.
  • Philip Morris made up 0.16% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #47 holding.
  • Leonard Rickey Investment Advisors first reported a position in Philip Morris in Q1 2022 and has held it in 18 quarters since.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.