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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
Q2 		$897K Hold
4,961
– – 0.43% 46
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ridgecrest Wealth Partners's PM Position: Q2 2026 in Review

Ridgecrest Wealth Partners held its Philip Morris (PM) position steady in Q2 2026 at 4,961 shares worth $897K. The position accounts for 0.43% of the portfolio, ranked #46.

Ridgecrest Wealth Partners first reported a position in PM in Q2 2024 and has held it in 9 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Ridgecrest Wealth Partners held 4,961 shares of Philip Morris worth $897K as of Q2 2026.
  • Ridgecrest Wealth Partners left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.43% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #46 holding.
  • Ridgecrest Wealth Partners first reported a position in Philip Morris in Q2 2024 and has held it in 9 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.