Richards, Merrill & Peterson’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13.6K Hold
75
﹤0.01% 271
2026
Q1
$12.4K Sell
75
-101
-57% -$17.6K ﹤0.01% 264
2025
Q4
$28.2K Buy
+176
New +$27.3K 0.01% 235
2025
Q2
Sell
-604
Closed -$95.9K 403
2025
Q1
$95.9K Buy
604
+28
+5% +$3.97K 0.05% 191
2024
Q4
$69.3K Buy
+576
New +$72.7K 0.04% 213

Other funds holding PM

Richards, Merrill & Peterson's PM Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Philip Morris (PM) position steady in Q2 2026 at 75 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Richards, Merrill & Peterson first reported a position in PM in Q4 2024 and has held it in 5 quarters since. The position peaked at $95.9K in Q1 2025. 1,370 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Richards, Merrill & Peterson held 75 shares of Philip Morris worth $13.6K as of Q2 2026.
  • Richards, Merrill & Peterson left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up ﹤0.01% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #271 holding.
  • Richards, Merrill & Peterson first reported a position in Philip Morris in Q4 2024 and has held it in 5 quarters since.
  • Richards, Merrill & Peterson's Philip Morris position peaked at $95.9K in Q1 2025.
  • 1,370 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.