RiverFront Investment Group’s Philip Morris PM Stock Holding History

RiverFront Investment Group’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	$6.53M	Sell	36,105 -17,125	-32%	-$2.97M	0.09%	103
2026 Q1	$8.8M	Buy	53,230 +19,562	+58%	+$3.4M	0.14%	77
2025 Q4	$5.4M	Buy	33,668 +1,513	+5%	+$234K	0.09%	80
2025 Q3	$5.22M	Buy	32,155 +4,726	+17%	+$795K	0.09%	80
2025 Q2	$5M	Buy	27,429 +1,820	+7%	+$313K	0.1%	74
2025 Q1	$4.06M	Buy	+25,609	New	+$3.63M	0.09%	78
2021 Q3	–	Sell	-2,806	Closed	-$278K	–	128
2021 Q2	$278K	Buy	2,806 +101	+4%	+$9.69K	0.01%	101
2021 Q1	$240K	Buy	2,705 +112	+4%	+$9.51K	0.01%	102
2020 Q4	$215K	Buy	+2,593	New	+$202K	﹤0.01%	94

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

RiverFront Investment Group's PM Position: Q2 2026 in Review

RiverFront Investment Group reduced its Philip Morris (PM) stake by 32% in Q2 2026, selling an estimated $2.97M and leaving 36,105 shares worth $6.53M. The position accounts for 0.09% of the portfolio, ranked #103.

RiverFront Investment Group first reported a position in PM in Q4 2020 and has held it in 9 quarters since. The position peaked at $8.8M in Q1 2026. 2,930 funds tracked by Wall St. Rank hold PM as of Q2 2026.

RiverFront Investment Group held 36,105 shares of Philip Morris worth $6.53M as of Q2 2026.
RiverFront Investment Group sold 17,125 Philip Morris shares in Q2 2026, an estimated $2.97M.
Philip Morris made up 0.09% of RiverFront Investment Group's portfolio in Q2 2026, its #103 holding.
RiverFront Investment Group first reported a position in Philip Morris in Q4 2020 and has held it in 9 quarters since.
RiverFront Investment Group's Philip Morris position peaked at $8.8M in Q1 2026.
2,930 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.