Ridgecrest Wealth Partners’s Philip Morris PM Stock Holding History

Ridgecrest Wealth Partners’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	$820K	Hold	4,961	–	–	0.45%	46
2025 Q4	$796K	Buy	4,961 +10	+0.2%	+$1.55K	0.43%	44
2025 Q3	$803K	Buy	4,951 +100	+2%	+$16.8K	0.36%	52
2025 Q2	$884K	Hold	4,851	–	–	0.47%	44
2025 Q1	$770K	Buy	4,851 +200	+4%	+$28.3K	0.4%	48
2024 Q4	$560K	Sell	4,651 -500	-10%	-$63.1K	0.3%	53
2024 Q3	$625K	Sell	5,151 -500	-9%	-$58.1K	0.33%	53
2024 Q2	$573K	Buy	+5,651	New	+$553K	0.34%	52

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ridgecrest Wealth Partners's PM Position: Q1 2026 in Review

Ridgecrest Wealth Partners held its Philip Morris (PM) position steady in Q1 2026 at 4,961 shares worth $820K. The position accounts for 0.45% of the portfolio, ranked #46.

Ridgecrest Wealth Partners first reported a position in PM in Q2 2024 and has held it in 8 quarters since. The position peaked at $884K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Ridgecrest Wealth Partners held 4,961 shares of Philip Morris worth $820K as of Q1 2026.
Ridgecrest Wealth Partners left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up 0.45% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #46 holding.
Ridgecrest Wealth Partners first reported a position in Philip Morris in Q2 2024 and has held it in 8 quarters since.
Ridgecrest Wealth Partners's Philip Morris position peaked at $884K in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.