RHIG
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R.H. Investment Group’s Philip Morris PM Stock Holding History

R.H. Investment Group’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 		$7.09M Sell
44,024
-43
-0.1% -$7.47K 5.46% 2
2025
Q4 		$7.07M Buy
44,067
+16
+0% +$2.48K 5.92% 1
2025
Q3 		$7.14M Sell
44,051
-474
-1% -$79.8K 6.2% 1
2025
Q2 		$8.11M Sell
44,525
-292
-0.7% -$50.1K 7.43% 1
2025
Q1 		$7.11M Buy
44,817
+322
+0.7% +$45.6K 6.84% 1
2024
Q4 		$5.35M Buy
+44,495
New +$5.61M 5.05% 5

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

R.H. Investment Group's PM Position: Q1 2026 in Review

R.H. Investment Group reduced its Philip Morris (PM) stake by 0.1% in Q1 2026, selling an estimated $7.47K and leaving 44,024 shares worth $7.09M. The position accounts for 5.46% of the portfolio, ranked #2.

R.H. Investment Group first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.11M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • R.H. Investment Group held 44,024 shares of Philip Morris worth $7.09M as of Q1 2026.
  • R.H. Investment Group sold 43 Philip Morris shares in Q1 2026, an estimated $7.47K.
  • Philip Morris made up 5.46% of R.H. Investment Group's portfolio in Q1 2026, its #2 holding.
  • R.H. Investment Group first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
  • R.H. Investment Group's Philip Morris position peaked at $8.11M in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on R.H. Investment Group's 13F filing for Q1 2026, filed 14 Apr 2026.