Ritter Daniher Financial Advisory’s Philip Morris PM Stock Holding History

Ritter Daniher Financial Advisory’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	$682K	Sell	3,770 -424	-10%	-$73.5K	0.1%	91
2026 Q1	$693K	Sell	4,194 -56	-1%	-$9.73K	0.12%	88
2025 Q4	$682K	Sell	4,250 -39	-0.9%	-$6.04K	0.11%	87
2025 Q3	$696K	Buy	4,289 +4,189	+4,189%	+$705K	0.12%	83
2025 Q2	$18.2K	Buy	+100	New	+$17.2K	﹤0.01%	236
2024 Q1	–	Sell	-60	Closed	-$5.64K	–	336
2023 Q4	$5.64K	Sell	60 -700	-92%	-$64.5K	﹤0.01%	265
2023 Q3	$70.4K	Buy	760 +700	+1,167%	+$67.4K	0.03%	122
2023 Q2	$5.86K	Sell	60 -240	-80%	-$22.9K	﹤0.01%	249
2023 Q1	$29.2K	Hold	300	–	–	0.01%	161
2022 Q4	$30.4K	Hold	300	–	–	0.01%	170
2022 Q3	$25K	Hold	300	–	–	0.02%	141
2022 Q2	$30K	Sell	300 -607	-67%	-$61.9K	0.02%	131
2022 Q1	$85K	Buy	+907	New	+$90.7K	0.06%	90

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ritter Daniher Financial Advisory's PM Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Philip Morris (PM) stake by 10% in Q2 2026, selling an estimated $73.5K and leaving 3,770 shares worth $682K. The position accounts for 0.1% of the portfolio, ranked #91.

Ritter Daniher Financial Advisory first reported a position in PM in Q1 2022 and has held it in 13 quarters since. The position peaked at $696K in Q3 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Ritter Daniher Financial Advisory held 3,770 shares of Philip Morris worth $682K as of Q2 2026.
Ritter Daniher Financial Advisory sold 424 Philip Morris shares in Q2 2026, an estimated $73.5K.
Philip Morris made up 0.1% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #91 holding.
Ritter Daniher Financial Advisory first reported a position in Philip Morris in Q1 2022 and has held it in 13 quarters since.
Ritter Daniher Financial Advisory's Philip Morris position peaked at $696K in Q3 2025.
2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.