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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
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

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.