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Red Door Wealth Management’s Philip Morris PM Stock Holding History

Red Door Wealth 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 		$3.09M Buy
17,088
+83
+0.5% +$14.4K 0.28% 64
2026
Q1 		$2.81M Buy
17,005
+725
+4% +$126K 0.29% 67
2025
Q4 		$2.61M Buy
16,280
+151
+0.9% +$23.4K 0.27% 71
2025
Q3 		$2.62M Sell
16,129
-2,403
-13% -$404K 0.28% 70
2025
Q2 		$3.38M Sell
18,532
-45
-0.2% -$7.73K 0.4% 59
2025
Q1 		$2.95M Sell
18,577
-165
-0.9% -$23.4K 0.44% 56
2024
Q4 		$2.26M Buy
18,742
+982
+6% +$124K 0.35% 63
2024
Q3 		$2.16M Buy
17,760
+563
+3% +$65.4K 0.36% 62
2024
Q2 		$1.74M Sell
17,197
-1,477
-8% -$144K 0.31% 65
2024
Q1 		$1.71M Buy
18,674
+1,622
+10% +$150K 0.33% 64
2023
Q4 		$1.6M Buy
17,052
+469
+3% +$43.2K 0.35% 61
2023
Q3 		$1.54M Buy
16,583
+179
+1% +$17.2K 0.38% 60
2023
Q2 		$1.6M Buy
16,404
+4,303
+36% +$411K 0.36% 62
2023
Q1 		$1.18M Buy
12,101
+160
+1% +$15.9K 0.37% 62
2022
Q4 		$1.21M Buy
11,941
+4,726
+66% +$446K 0.4% 64
2022
Q3 		$598K Sell
7,215
-338
-4% -$32.2K 0.23% 77
2022
Q2 		$745K Buy
7,553
+511
+7% +$52.1K 0.28% 72
2022
Q1 		$661K Buy
7,042
+2,761
+64% +$276K 0.22% 76
2021
Q4 		$406K Sell
4,281
-71
-2% -$6.64K 0.13% 114
2021
Q3 		$413K Buy
4,352
+14
+0.3% +$1.41K 0.16% 101
2021
Q2 		$429K Buy
4,338
+71
+2% +$6.81K 0.17% 99
2021
Q1 		$379K Buy
4,267
+138
+3% +$11.7K 0.19% 88
2020
Q4 		$342K Sell
4,129
-563
-12% -$43.8K 0.2% 83
2020
Q3 		$352K Buy
4,692
+28
+0.6% +$2.16K 0.26% 80
2020
Q2 		$326K Sell
4,664
-52
-1% -$3.79K 0.24% 77
2020
Q1 		$344K Sell
4,716
-235
-5% -$19.3K 0.33% 68
2019
Q4 		$433K Buy
+4,951
New +$408K 0.39% 62

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Red Door Wealth Management's PM Position: Q2 2026 in Review

Red Door Wealth Management increased its Philip Morris (PM) stake by 0.49% in Q2 2026, buying an estimated $14.4K and bringing the position to 17,088 shares worth $3.09M. The position accounts for 0.28% of the portfolio, ranked #64.

Red Door Wealth Management first reported a position in PM in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.38M in Q2 2025. 1,310 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Red Door Wealth Management held 17,088 shares of Philip Morris worth $3.09M as of Q2 2026.
  • Red Door Wealth Management bought 83 Philip Morris shares in Q2 2026, an estimated $14.4K.
  • Philip Morris made up 0.28% of Red Door Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Red Door Wealth Management first reported a position in Philip Morris in Q4 2019 and has held it in 27 quarters since.
  • Red Door Wealth Management's Philip Morris position peaked at $3.38M in Q2 2025.
  • 1,310 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.