Riverbend Wealth Management’s Philip Morris PM Stock Holding History

Riverbend Wealth 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 Q2	$430K	Buy	+2,377	New	+$412K	0.22%	118

Other funds holding PM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Riverbend Wealth Management's PM Position: Q2 2026 in Review

Riverbend Wealth Management opened a new position in Philip Morris (PM) in Q2 2026: 2,377 shares worth $430K. The stake represents 0.22% of the portfolio and ranks #118 among its holdings.

1,447 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Riverbend Wealth Management held 2,377 shares of Philip Morris worth $430K as of Q2 2026.
Philip Morris was a new Riverbend Wealth Management position in Q2 2026.
Philip Morris made up 0.22% of Riverbend Wealth Management's portfolio in Q2 2026, its #118 holding.
1,447 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.