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Rialto Wealth Management’s Philip Morris PM Stock Holding History

Rialto 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 		$79.5K Buy
439
+44
+11% +$7.63K 0.02% 283
2026
Q1 		$65.4K Buy
395
+207
+110% +$36K 0.01% 256
2025
Q4 		$30.2K Sell
188
-5
-3% -$775 0.01% 321
2025
Q3 		$31.4K Sell
193
-2
-1% -$336 0.01% 302
2025
Q2 		$35.6K Buy
195
+15
+8% +$2.58K 0.01% 293
2025
Q1 		$28.6K Buy
180
+16
+10% +$2.27K 0.01% 308
2024
Q4 		$19.8K Buy
+164
New +$20.7K 0.01% 345

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

Rialto Wealth Management's PM Position: Q2 2026 in Review

Rialto Wealth Management increased its Philip Morris (PM) stake by 11% in Q2 2026, buying an estimated $7.63K and bringing the position to 439 shares worth $79.5K. The position accounts for 0.02% of the portfolio, ranked #283.

Rialto Wealth Management first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Rialto Wealth Management held 439 shares of Philip Morris worth $79.5K as of Q2 2026.
  • Rialto Wealth Management bought 44 Philip Morris shares in Q2 2026, an estimated $7.63K.
  • Philip Morris made up 0.02% of Rialto Wealth Management's portfolio in Q2 2026, its #283 holding.
  • Rialto Wealth Management first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.