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Richard W. Paul & Associates’s Philip Morris PM Stock Holding History

Richard W. Paul & Associates’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 		$1.83M Buy
11,038
+1,566
+17% +$272K 0.61% 35
2025
Q4 		$1.52M Buy
9,472
+1,498
+19% +$232K 0.5% 46
2025
Q3 		$1.29M Buy
7,974
+562
+8% +$94.6K 0.44% 58
2025
Q2 		$1.35M Sell
7,412
-2,525
-25% -$434K 0.49% 46
2025
Q1 		$1.58M Sell
9,937
-424
-4% -$60.1K 0.62% 34
2024
Q4 		$1.25M Sell
10,361
-414
-4% -$52.2K 0.45% 55
2024
Q3 		$1.31M Sell
10,775
-283
-3% -$32.9K 0.47% 55
2024
Q2 		$1.12M Buy
11,058
+250
+2% +$24.4K 0.43% 54
2024
Q1 		$990K Buy
10,808
+786
+8% +$72.5K 0.4% 69
2023
Q4 		$943K Buy
10,022
+52
+0.5% +$4.79K 0.4% 66
2023
Q3 		$923K Buy
9,970
+1,230
+14% +$118K 0.42% 65
2023
Q2 		$853K Buy
8,740
+552
+7% +$52.7K 0.37% 80
2023
Q1 		$796K Sell
8,188
-2,510
-23% -$250K 0.37% 79
2022
Q4 		$1.08M Buy
+10,698
New +$1.01M 0.55% 45

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

Richard W. Paul & Associates's PM Position: Q1 2026 in Review

Richard W. Paul & Associates increased its Philip Morris (PM) stake by 17% in Q1 2026, buying an estimated $272K and bringing the position to 11,038 shares worth $1.83M. The position accounts for 0.61% of the portfolio, ranked #35.

Richard W. Paul & Associates first reported a position in PM in Q4 2022 and has held it in 14 quarters since. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Richard W. Paul & Associates held 11,038 shares of Philip Morris worth $1.83M as of Q1 2026.
  • Richard W. Paul & Associates bought 1,566 Philip Morris shares in Q1 2026, an estimated $272K.
  • Philip Morris made up 0.61% of Richard W. Paul & Associates's portfolio in Q1 2026, its #35 holding.
  • Richard W. Paul & Associates first reported a position in Philip Morris in Q4 2022 and has held it in 14 quarters since.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.