Robinson Smith Wealth Advisors’s Philip Morris PM Stock Holding History

Robinson Smith Wealth Advisors’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	$207K	Buy	+1,146	New	+$199K	0.12%	95
2025 Q3	–	Sell	-1,146	Closed	-$209K	–	95
2025 Q2	$209K	Buy	+1,146	New	+$197K	0.17%	83

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Robinson Smith Wealth Advisors's PM Position: Q2 2026 in Review

Robinson Smith Wealth Advisors opened a new position in Philip Morris (PM) in Q2 2026: 1,146 shares worth $207K. The stake represents 0.12% of the portfolio and ranks #95 among its holdings. This is a return to the name: Robinson Smith Wealth Advisors previously reported a position in PM as recently as Q2 2025.

Robinson Smith Wealth Advisors first reported a position in PM in Q2 2025 and has held it in 2 quarters since. The position peaked at $209K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Robinson Smith Wealth Advisors held 1,146 shares of Philip Morris worth $207K as of Q2 2026.
Philip Morris was a new Robinson Smith Wealth Advisors position in Q2 2026.
Philip Morris made up 0.12% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #95 holding.
Robinson Smith Wealth Advisors first reported a position in Philip Morris in Q2 2025 and has held it in 2 quarters since.
Robinson Smith Wealth Advisors's Philip Morris position peaked at $209K in Q2 2025.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.