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Robertson Stephens Wealth Management’s Philip Morris PM Stock Holding History

Robertson Stephens 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
Q2 		$596K Sell
3,268
-18
-0.5% -$3.12K 0.01% 408
2026
Q1 		$548K Buy
3,286
+332
+11% +$57.7K 0.02% 404
2025
Q4 		$478K Buy
2,954
+513
+21% +$79.5K 0.01% 439
2025
Q3 		$396K Sell
2,441
-1,239
-34% -$208K 0.01% 399
2025
Q2 		$675K Sell
3,680
-341
-8% -$58.6K 0.02% 321
2025
Q1 		$643K Sell
4,021
-3,917
-49% -$555K 0.02% 325
2024
Q4 		$966K Buy
7,938
+4,467
+129% +$564K 0.03% 259
2024
Q3 		$426K Sell
3,471
-398
-10% -$46.2K 0.02% 447
2024
Q2 		$397K Buy
3,869
+256
+7% +$25K 0.02% 362
2024
Q1 		$336K Buy
3,613
+1,500
+71% +$138K 0.02% 408
2023
Q4 		$202K Sell
2,113
-138
-6% -$12.7K 0.01% 434
2023
Q3 		$211K Buy
2,251
+31
+1% +$2.98K 0.01% 423
2023
Q2 		$220K Sell
2,220
-1,072
-33% -$102K 0.02% 399
2023
Q1 		$325K Buy
3,292
+580
+21% +$57.8K 0.03% 351
2022
Q4 		$278K Hold
2,712
– – 0.03% 345
2022
Q3 		$228K Sell
2,712
-1,607
-37% -$153K 0.02% 320
2022
Q2 		$431K Sell
4,319
-33
-0.8% -$3.36K 0.04% 254
2022
Q1 		$414K Buy
4,352
+216
+5% +$21.6K 0.03% 272
2021
Q4 		$397K Buy
4,136
+844
+26% +$78.9K 0.03% 286
2021
Q3 		$316K Sell
3,292
-41
-1% -$4.12K 0.04% 253
2021
Q2 		$334K Sell
3,333
-2,113
-39% -$203K 0.04% 253
2021
Q1 		$489K Buy
5,446
+786
+17% +$66.7K 0.08% 179
2020
Q4 		$391K Buy
4,660
+1,144
+33% +$89.1K 0.08% 158
2020
Q3 		$267K Hold
3,516
– – 0.07% 183
2020
Q2 		$250K Buy
+3,516
New +$256K 0.07% 160

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Robertson Stephens Wealth Management's PM Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Philip Morris (PM) stake by 0.55% in Q2 2026, selling an estimated $3.12K and leaving 3,268 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #408.

Robertson Stephens Wealth Management first reported a position in PM in Q2 2020 and has held it in 25 quarters since. The position peaked at $966K in Q4 2024. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Robertson Stephens Wealth Management held 3,268 shares of Philip Morris worth $596K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 18 Philip Morris shares in Q2 2026, an estimated $3.12K.
  • Philip Morris made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #408 holding.
  • Robertson Stephens Wealth Management first reported a position in Philip Morris in Q2 2020 and has held it in 25 quarters since.
  • Robertson Stephens Wealth Management's Philip Morris position peaked at $966K in Q4 2024.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.