RIA
PM icon

Richwood Investment Advisors’s Philip Morris PM Stock Holding History

Richwood Investment Advisors’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 		$335K Sell
1,853
-97
-5% -$16.8K 0.24% 85
2026
Q1 		$322K Hold
1,950
– – 0.25% 82
2025
Q4 		$356K Hold
1,950
– – 0.26% 82
2025
Q3 		$316K Sell
1,950
-68
-3% -$11.4K 0.25% 79
2025
Q2 		$367K Sell
2,018
-52
-3% -$8.93K 0.3% 73
2025
Q1 		$329K Hold
2,070
– – 0.28% 81
2024
Q4 		$249K Buy
2,070
+150
+8% +$18.9K 0.21% 93
2024
Q3 		$233K Sell
1,920
-70
-4% -$8.13K 0.19% 97
2024
Q2 		$202K Sell
1,990
-370
-16% -$36.2K 0.18% 100
2024
Q1 		$216K Sell
2,360
-45
-2% -$4.15K 0.19% 98
2023
Q4 		$226K Hold
2,405
– – 0.21% 94
2023
Q3 		$223K Hold
2,405
– – 0.23% 94
2023
Q2 		$235K Hold
2,405
– – 0.23% 94
2023
Q1 		$234K Sell
2,405
-40
-2% -$3.99K 0.23% 96
2022
Q4 		$247K Hold
2,445
– – 0.25% 94
2022
Q3 		$203K Sell
2,445
-180
-7% -$17.2K 0.22% 100
2022
Q2 		$259K Hold
2,625
– – 0.26% 96
2022
Q1 		$247K Hold
2,625
– – 0.22% 104
2021
Q4 		$249K Buy
+2,625
New +$245K 0.22% 94

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Richwood Investment Advisors's PM Position: Q2 2026 in Review

Richwood Investment Advisors reduced its Philip Morris (PM) stake by 5% in Q2 2026, selling an estimated $16.8K and leaving 1,853 shares worth $335K. The position accounts for 0.24% of the portfolio, ranked #85.

Richwood Investment Advisors first reported a position in PM in Q4 2021 and has held it in 19 quarters since. The position peaked at $367K in Q2 2025. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Richwood Investment Advisors held 1,853 shares of Philip Morris worth $335K as of Q2 2026.
  • Richwood Investment Advisors sold 97 Philip Morris shares in Q2 2026, an estimated $16.8K.
  • Philip Morris made up 0.24% of Richwood Investment Advisors's portfolio in Q2 2026, its #85 holding.
  • Richwood Investment Advisors first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
  • Richwood Investment Advisors's Philip Morris position peaked at $367K in Q2 2025.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.