Raymond James Financial
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Raymond James Financial’s Philip Morris PM Stock Holding History

Raymond James Financial’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 		$988M Buy
5,462,045
+582,058
+12% +$101M 0.27% 63
2026
Q1 		$807M Buy
4,879,987
+255,620
+6% +$44.4M 0.25% 65
2025
Q4 		$742M Sell
4,624,367
-132,068
-3% -$20.5M 0.23% 78
2025
Q3 		$771M Buy
4,756,435
+464,898
+11% +$78.2M 0.25% 67
2025
Q2 		$782M Sell
4,291,537
-140,107
-3% -$24.1M 0.27% 59
2025
Q1 		$703M Buy
4,431,644
+92,513
+2% +$13.1M 0.26% 69
2024
Q4 		$522M Buy
+4,339,131
New +$547M 0.19% 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 $3.38T AUM 44.17% 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

Raymond James Financial's PM Position: Q2 2026 in Review

Raymond James Financial increased its Philip Morris (PM) stake by 12% in Q2 2026, buying an estimated $101M and bringing the position to 5,462,045 shares worth $988M. The position accounts for 0.27% of the portfolio, ranked #63.

Raymond James Financial first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 2,936 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Raymond James Financial held 5,462,045 shares of Philip Morris worth $988M as of Q2 2026.
  • Raymond James Financial bought 582,058 Philip Morris shares in Q2 2026, an estimated $101M.
  • Philip Morris made up 0.27% of Raymond James Financial's portfolio in Q2 2026, its #63 holding.
  • Raymond James Financial first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • 2,936 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.