Riverstone Advisors’s Philip Morris PM Stock Holding History

Riverstone 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 Q1	$422K	Buy	2,552 +183	+8%	+$31.8K	0.21%	40
2025 Q4	$380K	Buy	2,369 +269	+13%	+$41.7K	0.18%	40
2025 Q3	$341K	Hold	2,100	–	–	0.17%	43
2025 Q2	$382K	Hold	2,100	–	–	0.21%	42
2025 Q1	$333K	Hold	2,100	–	–	0.2%	39
2024 Q4	$253K	Hold	2,100	–	–	0.14%	41
2024 Q3	$255K	Hold	2,100	–	–	0.15%	39
2024 Q2	$213K	Buy	+2,100	New	+$205K	0.13%	45
2023 Q3	–	Sell	-2,100	Closed	-$205K	–	47
2023 Q2	$205K	Hold	2,100	–	–	0.12%	52
2023 Q1	$204K	Hold	2,100	–	–	0.13%	50
2022 Q4	$213K	Buy	+2,100	New	+$198K	0.15%	43
2022 Q3	–	Sell	-2,100	Closed	-$207K	–	48
2022 Q2	$207K	Buy	+2,100	New	+$214K	0.13%	46
2022 Q1	–	Sell	-2,100	Closed	-$200K	–	49
2021 Q4	$200K	Buy	+2,100	New	+$196K	0.09%	43
2021 Q3	–	Sell	-2,100	Closed	-$208K	–	40
2021 Q2	$208K	Buy	+2,100	New	+$201K	0.1%	37

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

Riverstone Advisors's PM Position: Q1 2026 in Review

Riverstone Advisors increased its Philip Morris (PM) stake by 7.7% in Q1 2026, buying an estimated $31.8K and bringing the position to 2,552 shares worth $422K. The position accounts for 0.21% of the portfolio, ranked #40.

Riverstone Advisors first reported a position in PM in Q2 2021 and has held it in 14 quarters since. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Riverstone Advisors held 2,552 shares of Philip Morris worth $422K as of Q1 2026.
Riverstone Advisors bought 183 Philip Morris shares in Q1 2026, an estimated $31.8K.
Philip Morris made up 0.21% of Riverstone Advisors's portfolio in Q1 2026, its #40 holding.
Riverstone Advisors first reported a position in Philip Morris in Q2 2021 and has held it in 14 quarters since.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Riverstone Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.