RWB
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RMR Wealth Builders’s Philip Morris PM Stock Holding History

RMR Wealth Builders’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 		$702K Buy
3,880
+672
+21% +$117K 0.04% 163
2026
Q1 		$530K Sell
3,208
-26
-0.8% -$4.52K 0.04% 172
2025
Q4 		$519K Sell
3,234
-25
-0.8% -$3.87K 0.04% 168
2025
Q3 		$529K Buy
3,259
+342
+12% +$57.5K 0.04% 162
2025
Q2 		$531K Buy
2,917
+151
+5% +$25.9K 0.05% 156
2025
Q1 		$439K Buy
2,766
+307
+12% +$43.5K 0.05% 163
2024
Q4 		$296K Sell
2,459
-143
-5% -$18K 0.03% 212
2024
Q3 		$316K Buy
2,602
+74
+3% +$8.6K 0.03% 203
2024
Q2 		$256K Sell
2,528
-14
-0.6% -$1.37K 0.03% 216
2024
Q1 		$233K Sell
2,542
-197
-7% -$18.2K 0.03% 235
2023
Q4 		$258K Buy
2,739
+322
+13% +$29.7K 0.04% 207
2023
Q3 		$224K Buy
2,417
+7
+0.3% +$674 0.04% 212
2023
Q2 		$238K Buy
2,410
+8
+0.3% +$764 0.04% 184
2023
Q1 		$234K Buy
+2,402
New +$239K 0.04% 188
2022
Q2 		– Sell
-2,202
Closed -$207K – 211
2022
Q1 		$207K Buy
+2,202
New +$220K 0.04% 198
2021
Q4 		– Sell
-3,669
Closed -$348K – 188
2021
Q3 		$348K Sell
3,669
-212
-5% -$21.3K 0.1% 124
2021
Q2 		$389K Sell
3,881
-459
-11% -$44K 0.13% 113
2021
Q1 		$385K Buy
4,340
+72
+2% +$6.11K 0.1% 121
2020
Q4 		$353K Sell
4,268
-901
-17% -$70.1K 0.17% 96
2020
Q3 		$388K Buy
5,169
+1,089
+27% +$84K 0.1% 134
2020
Q2 		$286K Buy
+4,080
New +$297K 0.25% 90
2019
Q4 		$366K Buy
+4,305
New +$355K 0.35% 60

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

RMR Wealth Builders's PM Position: Q2 2026 in Review

RMR Wealth Builders increased its Philip Morris (PM) stake by 21% in Q2 2026, buying an estimated $117K and bringing the position to 3,880 shares worth $702K. The position accounts for 0.04% of the portfolio, ranked #163.

RMR Wealth Builders first reported a position in PM in Q4 2019 and has held it in 22 quarters since. 1,017 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • RMR Wealth Builders held 3,880 shares of Philip Morris worth $702K as of Q2 2026.
  • RMR Wealth Builders bought 672 Philip Morris shares in Q2 2026, an estimated $117K.
  • Philip Morris made up 0.04% of RMR Wealth Builders's portfolio in Q2 2026, its #163 holding.
  • RMR Wealth Builders first reported a position in Philip Morris in Q4 2019 and has held it in 22 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.