Regatta Research & Money Management’s Philip Morris PM Stock Holding History

Regatta Research & Money Management’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	$190K	Buy	+1,054	New	+$183K	0.18%	112

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Regatta Research & Money Management's PM Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Philip Morris (PM) in Q2 2026: 1,054 shares worth $190K. The stake represents 0.18% of the portfolio and ranks #112 among its holdings.

2,388 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Regatta Research & Money Management held 1,054 shares of Philip Morris worth $190K as of Q2 2026.
Philip Morris was a new Regatta Research & Money Management position in Q2 2026.
Philip Morris made up 0.18% of Regatta Research & Money Management's portfolio in Q2 2026, its #112 holding.
2,388 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.