RMR Wealth Builders
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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
Q3 		$812K Buy
4,254
+374
+10% +$70.7K 0.05% 142
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

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

RMR Wealth Builders's PM Position: Q3 2026 in Review

RMR Wealth Builders increased its Philip Morris (PM) stake by 9.6% in Q3 2026, buying an estimated $70.7K and bringing the position to 4,254 shares worth $812K. The position accounts for 0.05% of the portfolio, ranked #142.

RMR Wealth Builders first reported a position in PM in Q4 2019 and has held it in 23 quarters since. 1,947 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • RMR Wealth Builders held 4,254 shares of Philip Morris worth $812K as of Q3 2026.
  • RMR Wealth Builders bought 374 Philip Morris shares in Q3 2026, an estimated $70.7K.
  • Philip Morris made up 0.05% of RMR Wealth Builders's portfolio in Q3 2026, its #142 holding.
  • RMR Wealth Builders first reported a position in Philip Morris in Q4 2019 and has held it in 23 quarters since.
  • 1,947 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.