Retirement Wealth Solutions’s Philip Morris PM Stock Holding History

Retirement Wealth 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	$71.2K	Buy	394 +1	+0.3%	+$173	0.04%	90
2026 Q1	$65K	Sell	393 -74	-16%	-$12.9K	0.04%	86
2025 Q4	$74.9K	Buy	467 +2	+0.4%	+$310	0.05%	76
2025 Q3	$75.4K	Buy	465 +2	+0.4%	+$336	0.05%	74
2025 Q2	$84.3K	Buy	463 +2	+0.4%	+$343	0.06%	65
2025 Q1	$73.1K	Buy	461 +3	+0.7%	+$425	0.06%	65
2024 Q4	$53.7K	Buy	+458	New	+$57.8K	0.05%	81

Other funds holding PM

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 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

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

Retirement Wealth Solutions increased its Philip Morris (PM) stake by 0.25% in Q2 2026, buying an estimated $173 and bringing the position to 394 shares worth $71.2K. The position accounts for 0.04% of the portfolio, ranked #90.

Retirement Wealth Solutions first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $84.3K in Q2 2025. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Retirement Wealth Solutions held 394 shares of Philip Morris worth $71.2K as of Q2 2026.
Retirement Wealth Solutions bought 1 Philip Morris share in Q2 2026, an estimated $173.
Philip Morris made up 0.04% of Retirement Wealth Solutions's portfolio in Q2 2026, its #90 holding.
Retirement Wealth Solutions first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
Retirement Wealth Solutions's Philip Morris position peaked at $84.3K in Q2 2025.
508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.