Richmond Investment Services’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
Sell
-1,641
Closed -$271K 222
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

Richmond Investment Services's PM Position: Q2 2026 in Review

Richmond Investment Services sold out of Philip Morris (PM) in Q2 2026, closing a stake of 1,641 shares — an estimated $271K sold.

Richmond Investment Services first reported a position in PM in Q2 2025 and held it in 4 quarters. The position peaked at $271K in Q1 2026. 1,040 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Richmond Investment Services reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 1,641 Philip Morris shares in Q2 2026, an estimated $271K.
  • Richmond Investment Services first reported a position in Philip Morris in Q2 2025 and held it in 4 quarters.
  • Richmond Investment Services's Philip Morris position peaked at $271K in Q1 2026.
  • 1,040 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.