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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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rialto Wealth Management's PM Position: Q1 2026 in Review

Rialto Wealth Management increased its Philip Morris (PM) stake by 110% in Q1 2026, buying an estimated $36K and bringing the position to 395 shares worth $65.4K. The position accounts for 0.01% of the portfolio, ranked #256.

Rialto Wealth Management first reported a position in PM in Q4 2024 and has held it in 6 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Rialto Wealth Management held 395 shares of Philip Morris worth $65.4K as of Q1 2026.
  • Rialto Wealth Management bought 207 Philip Morris shares in Q1 2026, an estimated $36K.
  • Philip Morris made up 0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #256 holding.
  • Rialto Wealth Management first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.