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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
Q3 		$440K Buy
2,308
+3
+0.1% +$567 0.16% 157
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

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Ridgewood Investments's PM Position: Q3 2026 in Review

Ridgewood Investments increased its Philip Morris (PM) stake by 0.13% in Q3 2026, buying an estimated $567 and bringing the position to 2,308 shares worth $440K. The position accounts for 0.16% of the portfolio, ranked #157.

Ridgewood Investments first reported a position in PM in Q1 2021 and has held it in 22 quarters since. The position peaked at $549K in Q3 2024. 160 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Ridgewood Investments held 2,308 shares of Philip Morris worth $440K as of Q3 2026.
  • Ridgewood Investments bought 3 Philip Morris shares in Q3 2026, an estimated $567.
  • Philip Morris made up 0.16% of Ridgewood Investments's portfolio in Q3 2026, its #157 holding.
  • Ridgewood Investments first reported a position in Philip Morris in Q1 2021 and has held it in 22 quarters since.
  • Ridgewood Investments's Philip Morris position peaked at $549K in Q3 2024.
  • 160 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.