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Rather & Kittrell’s Philip Morris PM Stock Holding History

Rather & Kittrell’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 		$787K Buy
4,348
+20
+0.5% +$3.47K 0.11% 65
2026
Q1 		$716K Buy
4,328
+131
+3% +$22.8K 0.11% 65
2025
Q4 		$673K Buy
4,197
+78
+2% +$12.1K 0.11% 65
2025
Q3 		$668K Buy
4,119
+3,019
+274% +$508K 0.12% 63
2025
Q2 		$200K Buy
+1,100
New +$189K 0.04% 89
2022
Q1 		– Sell
-1,018
Closed -$96K – 236
2021
Q4 		$96K Buy
+1,018
New +$95.2K 0.08% 93

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

Rather & Kittrell's PM Position: Q2 2026 in Review

Rather & Kittrell increased its Philip Morris (PM) stake by 0.46% in Q2 2026, buying an estimated $3.47K and bringing the position to 4,348 shares worth $787K. The position accounts for 0.11% of the portfolio, ranked #65.

Rather & Kittrell first reported a position in PM in Q4 2021 and has held it in 6 quarters since. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Rather & Kittrell held 4,348 shares of Philip Morris worth $787K as of Q2 2026.
  • Rather & Kittrell bought 20 Philip Morris shares in Q2 2026, an estimated $3.47K.
  • Philip Morris made up 0.11% of Rather & Kittrell's portfolio in Q2 2026, its #65 holding.
  • Rather & Kittrell first reported a position in Philip Morris in Q4 2021 and has held it in 6 quarters since.
  • 2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.