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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
2025
Q3 		– Sell
-200
Closed -$16.3K – 554
2025
Q2 		$16.3K Buy
+200
New +$34.3K 0.01% 464
2025
Q1 		– Sell
-400
Closed -$9.68K – 729
2024
Q4 		$9.68K Hold
400
– – ﹤0.01% 497
2024
Q3 		$9.92K Sell
400
-1,100
-73% -$128K 0.01% 508
2024
Q2 		$16.2K Buy
+1,500
New +$147K 0.01% 457

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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. 1,916 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.
  • 1,916 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.