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Retirement Solution’s Philip Morris PM Stock Holding History

Retirement Solution’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 		$371K Buy
+2,050
New +$356K 0.07% 41
2026
Q1 		– Sell
-1,317
Closed -$211K – 69
2025
Q4 		$211K Buy
+1,317
New +$204K 0.05% 52
2025
Q1 		– Sell
-1,796
Closed -$216K – 52
2024
Q4 		$216K Sell
1,796
-21
-1% -$2.65K 0.06% 38
2024
Q3 		$221K Buy
+1,817
New +$211K 0.05% 47

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 $3.37T 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 Solution's PM Position: Q2 2026 in Review

Retirement Solution opened a new position in Philip Morris (PM) in Q2 2026: 2,050 shares worth $371K. The stake represents 0.07% of the portfolio and ranks #41 among its holdings. This is a return to the name: Retirement Solution previously reported a position in PM as recently as Q4 2025.

Retirement Solution first reported a position in PM in Q3 2024 and has held it in 4 quarters since. 2,928 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Retirement Solution held 2,050 shares of Philip Morris worth $371K as of Q2 2026.
  • Philip Morris was a new Retirement Solution position in Q2 2026.
  • Philip Morris made up 0.07% of Retirement Solution's portfolio in Q2 2026, its #41 holding.
  • Retirement Solution first reported a position in Philip Morris in Q3 2024 and has held it in 4 quarters since.
  • 2,928 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Retirement Solution's 13F filing for Q2 2026, filed 11 Aug 2026.