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Ranch Capital Advisors’s Philip Morris PM Stock Holding History

Ranch Capital 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 		$1.47M Buy
8,059
+5
+0.1% +$867 0.46% 65
2026
Q1 		$1.34M Buy
8,054
+4
+0% +$695 0.48% 60
2025
Q4 		$1.3M Buy
8,050
+4
+0% +$620 0.48% 60
2025
Q3 		$1.31M Buy
8,046
+3
+0% +$505 0.51% 54
2025
Q2 		$1.47M Buy
8,043
+4
+0% +$687 0.64% 49
2025
Q1 		$1.28M Buy
8,039
+5
+0.1% +$708 0.61% 52
2024
Q4 		$974K Buy
8,034
+5
+0.1% +$631 0.46% 59
2024
Q3 		$981K Sell
8,029
-214
-3% -$24.9K 0.46% 65
2024
Q2 		$842K Buy
8,243
+122
+2% +$11.9K 0.44% 65
2024
Q1 		$750K Sell
8,121
-194
-2% -$17.9K 0.41% 72
2023
Q4 		$789K Sell
8,315
-70
-0.8% -$6.45K 0.49% 64
2023
Q3 		$783K Hold
8,385
– – 0.55% 59
2023
Q2 		$825K Buy
8,385
+101
+1% +$9.65K 0.58% 55
2023
Q1 		$806K Buy
8,284
+143
+2% +$14.3K 0.59% 55
2022
Q4 		$824K Buy
8,141
+204
+3% +$19.3K 0.64% 51
2022
Q3 		$659K Buy
7,937
+5
+0.1% +$477 0.54% 62
2022
Q2 		$783K Buy
7,932
+4
+0.1% +$408 0.6% 54
2022
Q1 		$745K Sell
7,928
-597
-7% -$59.7K 0.49% 69
2021
Q4 		$810K Buy
8,525
+4
+0% +$374 0.53% 62
2021
Q3 		$808K Sell
8,521
-702
-8% -$70.6K 0.5% 59
2021
Q2 		$914K Buy
9,223
+3,313
+56% +$318K 0.55% 52
2021
Q1 		$524K Buy
5,910
+51
+0.9% +$4.33K 0.35% 84
2020
Q4 		$485K Buy
5,859
+89
+2% +$6.93K 0.35% 83
2020
Q3 		$447K Sell
5,770
-183
-3% -$14.1K 0.36% 86
2020
Q2 		$466K Sell
5,953
-304
-5% -$22.2K 0.37% 82
2020
Q1 		$456K Hold
6,257
– – 0.45% 63
2019
Q4 		$532K Buy
6,257
+96
+2% +$7.91K 0.43% 68
2019
Q3 		$468K Buy
+6,161
New +$488K 0.5% 69

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

Ranch Capital Advisors's PM Position: Q2 2026 in Review

Ranch Capital Advisors increased its Philip Morris (PM) stake by 0.06% in Q2 2026, buying an estimated $867 and bringing the position to 8,059 shares worth $1.47M. The position accounts for 0.46% of the portfolio, ranked #65.

Ranch Capital Advisors first reported a position in PM in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.47M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Ranch Capital Advisors held 8,059 shares of Philip Morris worth $1.47M as of Q2 2026.
  • Ranch Capital Advisors bought 5 Philip Morris shares in Q2 2026, an estimated $867.
  • Philip Morris made up 0.46% of Ranch Capital Advisors's portfolio in Q2 2026, its #65 holding.
  • Ranch Capital Advisors first reported a position in Philip Morris in Q3 2019 and has held it in 28 quarters since.
  • Ranch Capital Advisors's Philip Morris position peaked at $1.47M in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.