Riversedge Advisors
PM icon

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
Q3 		$657K Buy
3,444
+728
+27% +$138K 0.08% 110
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Riversedge Advisors's PM Position: Q3 2026 in Review

Riversedge Advisors increased its Philip Morris (PM) stake by 27% in Q3 2026, buying an estimated $138K and bringing the position to 3,444 shares worth $657K. The position accounts for 0.08% of the portfolio, ranked #110.

Riversedge Advisors first reported a position in PM in Q2 2025 and has held it in 6 quarters since. 2,103 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Riversedge Advisors held 3,444 shares of Philip Morris worth $657K as of Q3 2026.
  • Riversedge Advisors bought 728 Philip Morris shares in Q3 2026, an estimated $138K.
  • Philip Morris made up 0.08% of Riversedge Advisors's portfolio in Q3 2026, its #110 holding.
  • Riversedge Advisors first reported a position in Philip Morris in Q2 2025 and has held it in 6 quarters since.
  • 2,103 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.