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Ridgewood Investments’s Philip Morris PM Stock Holding History

Ridgewood Investments’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 		$417K Buy
2,305
+9
+0.4% +$1.56K 0.16% 156
2026
Q1 		$380K Buy
+2,296
New +$399K 0.16% 158
2025
Q3 		$366K Sell
2,259
-151
-6% -$25.4K 0.15% 158
2025
Q2 		$439K Sell
2,410
-192
-7% -$33K 0.19% 127
2025
Q1 		$393K Sell
2,602
-1,852
-42% -$262K 0.18% 130
2024
Q4 		$536K Sell
4,454
-71
-2% -$8.96K 0.26% 103
2024
Q3 		$549K Sell
4,525
-101
-2% -$11.7K 0.27% 98
2024
Q2 		$469K Sell
4,626
-526
-10% -$51.4K 0.23% 114
2024
Q1 		$472K Sell
5,152
-3
-0.1% -$277 0.25% 120
2023
Q4 		$485K Buy
5,155
+28
+0.5% +$2.58K 0.29% 111
2023
Q3 		$475K Buy
5,127
+512
+11% +$49.3K 0.31% 102
2023
Q2 		$451K Buy
4,615
+1,511
+49% +$144K 0.26% 112
2023
Q1 		$302K Buy
3,104
+11
+0.4% +$1.1K 0.18% 135
2022
Q4 		$313K Buy
3,093
+13
+0.4% +$1.23K 0.22% 141
2022
Q3 		$256K Buy
3,080
+11
+0.4% +$1.05K 0.21% 136
2022
Q2 		$303K Sell
3,069
-111
-3% -$11.3K 0.24% 135
2022
Q1 		$299K Buy
3,180
+10
+0.3% +$1K 0.2% 145
2021
Q4 		$301K Buy
3,170
+41
+1% +$3.83K 0.19% 145
2021
Q3 		$297K Buy
3,129
+111
+4% +$11.2K 0.2% 143
2021
Q2 		$299K Buy
3,018
+767
+34% +$73.6K 0.19% 147
2021
Q1 		$200K Buy
+2,251
New +$191K 0.12% 179

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

Ridgewood Investments's PM Position: Q2 2026 in Review

Ridgewood Investments increased its Philip Morris (PM) stake by 0.39% in Q2 2026, buying an estimated $1.56K and bringing the position to 2,305 shares worth $417K. The position accounts for 0.16% of the portfolio, ranked #156.

Ridgewood Investments first reported a position in PM in Q1 2021 and has held it in 21 quarters since. The position peaked at $549K in Q3 2024. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Ridgewood Investments held 2,305 shares of Philip Morris worth $417K as of Q2 2026.
  • Ridgewood Investments bought 9 Philip Morris shares in Q2 2026, an estimated $1.56K.
  • Philip Morris made up 0.16% of Ridgewood Investments's portfolio in Q2 2026, its #156 holding.
  • Ridgewood Investments first reported a position in Philip Morris in Q1 2021 and has held it in 21 quarters since.
  • Ridgewood Investments's Philip Morris position peaked at $549K in Q3 2024.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.