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

Richards, Merrill & Peterson’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
Q3 		$14.3K Hold
75
– – ﹤0.01% 276
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Richards, Merrill & Peterson's PM Position: Q3 2026 in Review

Richards, Merrill & Peterson held its Philip Morris (PM) position steady in Q3 2026 at 75 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Richards, Merrill & Peterson first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $95.9K in Q1 2025. 2,103 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Richards, Merrill & Peterson held 75 shares of Philip Morris worth $14.3K as of Q3 2026.
  • Richards, Merrill & Peterson left its Philip Morris share count unchanged in Q3 2026.
  • Philip Morris made up ﹤0.01% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #276 holding.
  • Richards, Merrill & Peterson first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
  • Richards, Merrill & Peterson's Philip Morris position peaked at $95.9K in Q1 2025.
  • 2,103 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.