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Redwood Wealth Management Group’s Philip Morris PM Stock Holding History

Redwood Wealth Management Group’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 		– Sell
-3,029
Closed -$501K – 92
2026
Q1 		$501K Sell
3,029
-22
-0.7% -$3.82K 0.22% 92
2025
Q4 		$489K Sell
3,051
-75
-2% -$11.6K 0.2% 94
2025
Q3 		$507K Sell
3,126
-101
-3% -$17K 0.22% 99
2025
Q2 		$588K Buy
3,227
+5
+0.2% +$859 0.26% 85
2025
Q1 		$511K Sell
3,222
-54
-2% -$7.65K 0.26% 89
2024
Q4 		$395K Sell
3,276
-35
-1% -$4.42K 0.19% 109
2024
Q3 		$402K Hold
3,311
– – 0.2% 105
2024
Q2 		$336K Buy
3,311
+9
+0.3% +$880 0.25% 87
2024
Q1 		$303K Sell
3,302
-68
-2% -$6.27K 0.32% 89
2023
Q4 		$317K Buy
3,370
+7
+0.2% +$645 0.35% 85
2023
Q3 		$311K Sell
3,363
-42
-1% -$4.04K 0.36% 85
2023
Q2 		$332K Sell
3,405
-2
-0.1% -$191 0.37% 82
2023
Q1 		$331K Sell
3,407
-20
-0.6% -$1.99K 0.38% 79
2022
Q4 		$347K Buy
+3,427
New +$323K 0.43% 67

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

Redwood Wealth Management Group's PM Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Philip Morris (PM) in Q2 2026, closing a stake of 3,029 shares — an estimated $501K sold.

Redwood Wealth Management Group first reported a position in PM in Q4 2022 and held it in 14 quarters. The position peaked at $588K in Q2 2025. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 3,029 Philip Morris shares in Q2 2026, an estimated $501K.
  • Redwood Wealth Management Group first reported a position in Philip Morris in Q4 2022 and held it in 14 quarters.
  • Redwood Wealth Management Group's Philip Morris position peaked at $588K in Q2 2025.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.