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Retirement Income Solutions’s Philip Morris PM Stock Holding History

Retirement Income Solutions’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 		$264K Hold
1,597
– – 0.05% 140
2026
Q1 		$264K Buy
1,597
+140
+10% +$24.3K 0.05% 141
2025
Q4 		$234K Buy
1,457
+16
+1% +$2.48K 0.04% 150
2025
Q3 		$234K Hold
1,441
– – 0.04% 149
2025
Q2 		$262K Hold
1,441
– – 0.05% 130
2025
Q1 		$229K Buy
+1,441
New +$204K 0.05% 130
2018
Q1 		– Sell
-4,170
Closed -$441K – 72
2017
Q4 		$441K Buy
+4,170
New +$444K 0.26% 43

Other funds holding PM

Capital World Investors
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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

Retirement Income Solutions's PM Position: Q2 2026 in Review

Retirement Income Solutions held its Philip Morris (PM) position steady in Q2 2026 at 1,597 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #140.

Retirement Income Solutions first reported a position in PM in Q4 2017 and has held it in 7 quarters since. The position peaked at $441K in Q4 2017. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Retirement Income Solutions held 1,597 shares of Philip Morris worth $264K as of Q2 2026.
  • Retirement Income Solutions left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.05% of Retirement Income Solutions's portfolio in Q2 2026, its #140 holding.
  • Retirement Income Solutions first reported a position in Philip Morris in Q4 2017 and has held it in 7 quarters since.
  • Retirement Income Solutions's Philip Morris position peaked at $441K in Q4 2017.
  • 2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.