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Riversedge Advisors’s Philip Morris PM Stock Holding History

Riversedge Advisors’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 		$491K Buy
2,716
+467
+21% +$81K 0.06% 125
2026
Q1 		$372K Buy
2,249
+72
+3% +$12.5K 0.06% 117
2025
Q4 		$349K Sell
2,177
-44
-2% -$6.82K 0.06% 112
2025
Q3 		$360K Buy
2,221
+894
+67% +$150K 0.06% 101
2025
Q2 		$242K Buy
+1,327
New +$228K 0.05% 106

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Riversedge Advisors's PM Position: Q2 2026 in Review

Riversedge Advisors increased its Philip Morris (PM) stake by 21% in Q2 2026, buying an estimated $81K and bringing the position to 2,716 shares worth $491K. The position accounts for 0.06% of the portfolio, ranked #125.

Riversedge Advisors first reported a position in PM in Q2 2025 and has held it in 5 quarters since. 839 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Riversedge Advisors held 2,716 shares of Philip Morris worth $491K as of Q2 2026.
  • Riversedge Advisors bought 467 Philip Morris shares in Q2 2026, an estimated $81K.
  • Philip Morris made up 0.06% of Riversedge Advisors's portfolio in Q2 2026, its #125 holding.
  • Riversedge Advisors first reported a position in Philip Morris in Q2 2025 and has held it in 5 quarters since.
  • 839 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.