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 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 $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RiverFront Investment Group's PM Position: Q1 2026 in Review

RiverFront Investment Group increased its Philip Morris (PM) stake by 58% in Q1 2026, buying an estimated $3.4M and bringing the position to 53,230 shares worth $8.8M. The position accounts for 0.14% of the portfolio, ranked #77.

RiverFront Investment Group first reported a position in PM in Q4 2020 and has held it in 8 quarters since. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

RiverFront Investment Group held 53,230 shares of Philip Morris worth $8.8M as of Q1 2026.
RiverFront Investment Group bought 19,562 Philip Morris shares in Q1 2026, an estimated $3.4M.
Philip Morris made up 0.14% of RiverFront Investment Group's portfolio in Q1 2026, its #77 holding.
RiverFront Investment Group first reported a position in Philip Morris in Q4 2020 and has held it in 8 quarters since.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.