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Rakuten Investment Management’s Philip Morris PM Stock Holding History

Rakuten Investment 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 		$46.6M Buy
254,918
+23,893
+10% +$4.14M 0.13% 50
2026
Q1 		$38.1M Buy
231,025
+26,252
+13% +$4.56M 0.08% 46
2025
Q4 		$33.2M Sell
204,773
-165,559
-45% -$25.6M 0.11% 60
2025
Q3 		$66.2M Buy
+370,332
New +$62.3M 0.24% 22
2025
Q1 		$22.1M Buy
+142,115
New +$20.1M 0.1% 48
2024
Q3 		$10.6M Buy
88,095
+21,780
+33% +$2.53M 0.06% 59
2024
Q2 		$6.74M Buy
66,315
+24,455
+58% +$2.39M 0.04% 64
2024
Q1 		$3.84M Buy
41,860
+38,022
+991% +$3.51M 0.03% 71
2023
Q4 		$361K Buy
+3,838
New +$354K ﹤0.01% 68

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

Rakuten Investment Management's PM Position: Q2 2026 in Review

Rakuten Investment Management increased its Philip Morris (PM) stake by 10% in Q2 2026, buying an estimated $4.14M and bringing the position to 254,918 shares worth $46.6M. The position accounts for 0.13% of the portfolio, ranked #50.

Rakuten Investment Management first reported a position in PM in Q4 2023 and has held it in 9 quarters since. The position peaked at $66.2M in Q3 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Rakuten Investment Management held 254,918 shares of Philip Morris worth $46.6M as of Q2 2026.
  • Rakuten Investment Management bought 23,893 Philip Morris shares in Q2 2026, an estimated $4.14M.
  • Philip Morris made up 0.13% of Rakuten Investment Management's portfolio in Q2 2026, its #50 holding.
  • Rakuten Investment Management first reported a position in Philip Morris in Q4 2023 and has held it in 9 quarters since.
  • Rakuten Investment Management's Philip Morris position peaked at $66.2M in Q3 2025.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.