RFS
PM icon

Richardson Financial Services’s Philip Morris PM Stock Holding History

Richardson Financial Services’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 		$461K Buy
2,547
+58
+2% +$10.1K 0.26% 84
2026
Q1 		$412K Buy
2,489
+100
+4% +$17.4K 0.26% 91
2025
Q4 		$403K Buy
2,389
+120
+5% +$18.6K 0.13% 100
2025
Q3 		$368K Buy
2,269
+274
+14% +$46.1K 0.23% 102
2025
Q2 		$354K Sell
1,995
-142
-7% -$24.4K 0.24% 107
2025
Q1 		$339K Buy
2,137
+83
+4% +$11.8K 0.26% 107
2024
Q4 		$247K Sell
2,054
-265
-11% -$33.4K 0.17% 122
2024
Q3 		$236K Buy
2,319
+35
+2% +$4.07K 0.15% 131
2024
Q2 		$231K Sell
2,284
-220
-9% -$21.5K 0.17% 123
2024
Q1 		$230K Buy
2,504
+198
+9% +$18.3K 0.16% 134
2023
Q4 		$217K Buy
+2,306
New +$212K 0.19% 122

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Richardson Financial Services's PM Position: Q2 2026 in Review

Richardson Financial Services increased its Philip Morris (PM) stake by 2.3% in Q2 2026, buying an estimated $10.1K and bringing the position to 2,547 shares worth $461K. The position accounts for 0.26% of the portfolio, ranked #84.

Richardson Financial Services first reported a position in PM in Q4 2023 and has held it in 11 quarters since. 2,343 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Richardson Financial Services held 2,547 shares of Philip Morris worth $461K as of Q2 2026.
  • Richardson Financial Services bought 58 Philip Morris shares in Q2 2026, an estimated $10.1K.
  • Philip Morris made up 0.26% of Richardson Financial Services's portfolio in Q2 2026, its #84 holding.
  • Richardson Financial Services first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
  • 2,343 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.