RMG Wealth Management
PM icon

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
Q3 		$46.3K Hold
230
– – ﹤0.01% 182
2026
Q2 		$42.8K Buy
230
+198
+619% +$34.3K ﹤0.01% 181
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
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

RMG Wealth Management's PM Position: Q3 2026 in Review

RMG Wealth Management held its Philip Morris (PM) position steady in Q3 2026 at 230 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #182.

RMG Wealth Management first reported a position in PM in Q4 2025 and has held it in 4 quarters since. 2,668 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • RMG Wealth Management held 230 shares of Philip Morris worth $46.3K as of Q3 2026.
  • RMG Wealth Management left its Philip Morris share count unchanged in Q3 2026.
  • Philip Morris made up ﹤0.01% of RMG Wealth Management's portfolio in Q3 2026, its #182 holding.
  • RMG Wealth Management first reported a position in Philip Morris in Q4 2025 and has held it in 4 quarters since.
  • 2,668 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.