RDA Financial Network’s Philip Morris PM Stock Holding History

RDA Financial Network’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	$310K	Sell	1,713 -32	-2%	-$5.55K	0.07%	218
2026 Q1	$289K	Sell	1,745 -3	-0.2%	-$521	0.07%	220
2025 Q4	$280K	Buy	1,748 +255	+17%	+$39.5K	0.07%	220
2025 Q3	$242K	Buy	1,493 +90	+6%	+$15.1K	0.06%	232
2025 Q2	$256K	Buy	1,403 +29	+2%	+$4.98K	0.07%	218
2025 Q1	$218K	Buy	+1,374	New	+$195K	0.07%	231
2020 Q4	–	Sell	-4,475	Closed	-$336K	–	245
2020 Q3	$336K	Buy	4,475 +23	+0.5%	+$1.77K	0.15%	141
2020 Q2	$312K	Hold	4,452	–	–	0.16%	143
2020 Q1	$325K	Sell	4,452 -78	-2%	-$6.42K	0.2%	117
2019 Q4	$380K	Buy	4,530 +409	+10%	+$33.7K	0.15%	149
2019 Q3	$344K	Buy	4,121 +114	+3%	+$9.03K	0.15%	148
2019 Q2	$319K	Buy	4,007 +10	+0.3%	+$826	0.14%	159
2019 Q1	$345K	Buy	+3,997	New	+$322K	0.16%	143

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

RDA Financial Network's PM Position: Q2 2026 in Review

RDA Financial Network reduced its Philip Morris (PM) stake by 1.8% in Q2 2026, selling an estimated $5.55K and leaving 1,713 shares worth $310K. The position accounts for 0.07% of the portfolio, ranked #218.

RDA Financial Network first reported a position in PM in Q1 2019 and has held it in 13 quarters since. The position peaked at $380K in Q4 2019. 469 funds tracked by Wall St. Rank hold PM as of Q2 2026.

RDA Financial Network held 1,713 shares of Philip Morris worth $310K as of Q2 2026.
RDA Financial Network sold 32 Philip Morris shares in Q2 2026, an estimated $5.55K.
Philip Morris made up 0.07% of RDA Financial Network's portfolio in Q2 2026, its #218 holding.
RDA Financial Network first reported a position in Philip Morris in Q1 2019 and has held it in 13 quarters since.
RDA Financial Network's Philip Morris position peaked at $380K in Q4 2019.
469 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.