RMG Wealth Management’s Philip Morris PM Stock Holding History

RMG Wealth Management’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	$5.83K	Hold	32	–	–	﹤0.01%	365
2025 Q4	$5.38K	Buy	+32	New	+$4.96K	﹤0.01%	303

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

RMG Wealth Management's PM Position: Q1 2026 in Review

RMG Wealth Management held its Philip Morris (PM) position steady in Q1 2026 at 32 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

RMG Wealth Management first reported a position in PM in Q4 2025 and has held it in 2 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

RMG Wealth Management held 32 shares of Philip Morris worth $5.83K as of Q1 2026.
RMG Wealth Management left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up ﹤0.01% of RMG Wealth Management's portfolio in Q1 2026, its #365 holding.
RMG Wealth Management first reported a position in Philip Morris in Q4 2025 and has held it in 2 quarters since.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.