RIS
PM icon

Richmond Investment Services’s Philip Morris PM Stock Holding History

Richmond Investment 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
Q1 		$271K Buy
1,641
+189
+13% +$32.8K 0.04% 216
2025
Q4 		$233K Buy
1,452
+30
+2% +$4.65K 0.04% 211
2025
Q3 		$231K Buy
1,422
+51
+4% +$8.58K 0.04% 206
2025
Q2 		$250K Buy
+1,371
New +$235K 0.05% 184

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

Richmond Investment Services's PM Position: Q1 2026 in Review

Richmond Investment Services increased its Philip Morris (PM) stake by 13% in Q1 2026, buying an estimated $32.8K and bringing the position to 1,641 shares worth $271K. The position accounts for 0.04% of the portfolio, ranked #216.

Richmond Investment Services first reported a position in PM in Q2 2025 and has held it in 4 quarters since. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Richmond Investment Services held 1,641 shares of Philip Morris worth $271K as of Q1 2026.
  • Richmond Investment Services bought 189 Philip Morris shares in Q1 2026, an estimated $32.8K.
  • Philip Morris made up 0.04% of Richmond Investment Services's portfolio in Q1 2026, its #216 holding.
  • Richmond Investment Services first reported a position in Philip Morris in Q2 2025 and has held it in 4 quarters since.
  • 2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.