Raffa Wealth Management’s Philip Morris PM Stock Holding History

Raffa Wealth 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	$7.78K	Sell	43 -62	-59%	-$10.8K	﹤0.01%	485
2026 Q1	$17.4K	Buy	105 +68	+184%	+$11.8K	﹤0.01%	293
2025 Q4	$5.93K	Buy	+37	New	+$5.73K	﹤0.01%	488
2025 Q2	–	Sell	-53	Closed	-$8.41K	–	1129
2025 Q1	$8.41K	Hold	53	–	–	﹤0.01%	342
2024 Q4	$6.38K	Buy	+53	New	+$6.69K	﹤0.01%	406
2022 Q4	–	Sell	-150	Closed	-$12.5K	–	1133
2022 Q3	$12.5K	Hold	150	–	–	0.01%	247
2022 Q2	$14.8K	Hold	150	–	–	0.01%	247
2022 Q1	$14.1K	Hold	150	–	–	0.01%	251
2021 Q4	$14.3K	Hold	150	–	–	﹤0.01%	254
2021 Q3	$14.2K	Hold	150	–	–	﹤0.01%	220
2021 Q2	$14.9K	Hold	150	–	–	0.01%	222
2021 Q1	$13.3K	Hold	150	–	–	﹤0.01%	246
2020 Q4	$12.4K	Hold	150	–	–	﹤0.01%	229
2020 Q3	$11.2K	Hold	150	–	–	﹤0.01%	230
2020 Q2	$10.5K	Hold	150	–	–	﹤0.01%	223
2020 Q1	$10.9K	Hold	150	–	–	﹤0.01%	199
2019 Q4	$12.8K	Sell	150 -33	-18%	-$2.72K	﹤0.01%	217
2019 Q3	$13.9K	Buy	+183	New	+$14.5K	0.01%	215
2017 Q4	–	Sell	-24	Closed	-$2.66K	–	279
2017 Q3	$2.66K	Hold	24	–	–	﹤0.01%	252
2017 Q2	$2.82K	Hold	24	–	–	﹤0.01%	258
2017 Q1	$2.71K	Buy	+24	New	+$2.48K	﹤0.01%	239

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Raffa Wealth Management's PM Position: Q2 2026 in Review

Raffa Wealth Management reduced its Philip Morris (PM) stake by 59% in Q2 2026, selling an estimated $10.8K and leaving 43 shares worth $7.78K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Raffa Wealth Management first reported a position in PM in Q1 2017 and has held it in 21 quarters since. The position peaked at $17.4K in Q1 2026. 2,809 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Raffa Wealth Management held 43 shares of Philip Morris worth $7.78K as of Q2 2026.
Raffa Wealth Management sold 62 Philip Morris shares in Q2 2026, an estimated $10.8K.
Philip Morris made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #485 holding.
Raffa Wealth Management first reported a position in Philip Morris in Q1 2017 and has held it in 21 quarters since.
Raffa Wealth Management's Philip Morris position peaked at $17.4K in Q1 2026.
2,809 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.