Ridgepath Capital Management’s Philip Morris PM Stock Holding History

Ridgepath Capital Management’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	$6.69M	Buy	40,463 +721	+2%	+$125K	3.33%	9
2025 Q4	$6.45M	Hold	39,742	–	–	2.96%	7
2025 Q3	$6.45M	Buy	39,742 +295	+0.7%	+$49.6K	2.75%	9
2025 Q2	$7.18M	Buy	39,447 +345	+0.9%	+$59.2K	3.3%	9
2025 Q1	$6.21M	Buy	39,102 +448	+1%	+$63.5K	2.99%	7
2024 Q4	$4.65M	Sell	38,654 -538	-1%	-$67.9K	2.14%	11
2024 Q3	$4.76M	Buy	39,192 +1,446	+4%	+$168K	3.79%	8
2024 Q2	$3.82M	Sell	37,746 -407	-1%	-$39.8K	3.75%	7
2024 Q1	$3.5M	Buy	38,153 +27,493	+258%	+$2.54M	3.93%	6
2023 Q4	$1M	Buy	+10,660	New	+$982K	1.93%	14

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

Ridgepath Capital Management's PM Position: Q1 2026 in Review

Ridgepath Capital Management increased its Philip Morris (PM) stake by 1.8% in Q1 2026, buying an estimated $125K and bringing the position to 40,463 shares worth $6.69M. The position accounts for 3.33% of the portfolio, ranked #9.

Ridgepath Capital Management first reported a position in PM in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.18M in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Ridgepath Capital Management held 40,463 shares of Philip Morris worth $6.69M as of Q1 2026.
Ridgepath Capital Management bought 721 Philip Morris shares in Q1 2026, an estimated $125K.
Philip Morris made up 3.33% of Ridgepath Capital Management's portfolio in Q1 2026, its #9 holding.
Ridgepath Capital Management first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
Ridgepath Capital Management's Philip Morris position peaked at $7.18M in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Ridgepath Capital Management's 13F filing for Q1 2026, filed 7 May 2026.