RiverGlades Family Offices’s Philip Morris PM Stock Holding History

RiverGlades Family Offices’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	$644K	Buy	3,560 +600	+20%	+$104K	0.3%	60
2026 Q1	$489K	Buy	+2,960	New	+$514K	0.29%	54
2025 Q3	$399K	Hold	2,460	–	–	0.24%	61
2025 Q2	$448K	Hold	2,460	–	–	0.29%	55
2025 Q1	$390K	Hold	2,460	–	–	0.28%	56
2024 Q4	$296K	Hold	2,460	–	–	0.21%	65
2024 Q3	$299K	Hold	2,460	–	–	0.21%	64
2024 Q2	$249K	Hold	2,460	–	–	0.19%	69
2024 Q1	$245K	Hold	2,460	–	–	0.19%	67
2023 Q4	$221K	Hold	2,460	–	–	0.18%	70
2023 Q3	$228K	Hold	2,460	–	–	0.2%	68
2023 Q2	$240K	Hold	2,460	–	–	0.21%	67
2023 Q1	$239K	Sell	2,460 -2,400	-49%	-$239K	0.22%	64
2022 Q4	$492K	Buy	+4,860	New	+$459K	0.45%	42
2022 Q2	$480K	Hold	4,860	–	–	0.45%	40
2022 Q1	$457K	Hold	4,860	–	–	0.34%	49
2021 Q4	$462K	Hold	4,860	–	–	0.33%	47
2021 Q3	$461K	Hold	4,860	–	–	0.36%	45
2021 Q2	$482K	Hold	4,860	–	–	0.37%	43
2021 Q1	$431K	Hold	4,860	–	–	0.35%	45
2020 Q4	$402K	Buy	4,860 +900	+23%	+$70.1K	0.34%	46
2020 Q3	$297K	Buy	3,960 +700	+21%	+$54K	0.28%	51
2020 Q2	$228K	Buy	+3,260	New	+$238K	0.23%	58

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

RiverGlades Family Offices's PM Position: Q2 2026 in Review

RiverGlades Family Offices increased its Philip Morris (PM) stake by 20% in Q2 2026, buying an estimated $104K and bringing the position to 3,560 shares worth $644K. The position accounts for 0.3% of the portfolio, ranked #60.

RiverGlades Family Offices first reported a position in PM in Q2 2020 and has held it in 23 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

RiverGlades Family Offices held 3,560 shares of Philip Morris worth $644K as of Q2 2026.
RiverGlades Family Offices bought 600 Philip Morris shares in Q2 2026, an estimated $104K.
Philip Morris made up 0.3% of RiverGlades Family Offices's portfolio in Q2 2026, its #60 holding.
RiverGlades Family Offices first reported a position in Philip Morris in Q2 2020 and has held it in 23 quarters since.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on RiverGlades Family Offices's 13F filing for Q2 2026, filed 10 Aug 2026.