Robinswood Financial’s Philip Morris PM Stock Holding History

Robinswood Financial’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	$31.4K	Buy	173 +2	+1%	+$347	0.01%	191
2026 Q1	$28.4K	Sell	171 -1	-0.6%	-$174	0.01%	193
2025 Q4	$27.6K	Buy	172 +2	+1%	+$310	0.01%	189
2025 Q3	$27.7K	Buy	170 +1	+0.6%	+$168	0.01%	185
2025 Q2	$30.9K	Buy	169 +2	+1%	+$343	0.01%	174
2025 Q1	$26.7K	Buy	167 +1	+0.6%	+$142	0.01%	175
2024 Q4	$20K	Hold	166	–	–	0.01%	162
2024 Q3	$20.2K	Sell	166 -349	-68%	-$40.5K	0.01%	169
2024 Q2	$52.2K	Hold	515	–	–	0.02%	120
2024 Q1	$47.1K	Buy	515 +7	+1%	+$645	0.02%	97
2023 Q4	$47.9K	Buy	508 +7	+1%	+$645	0.02%	89
2023 Q3	$46.4K	Buy	501 +6	+1%	+$577	0.02%	88
2023 Q2	$48.3K	Buy	+495	New	+$47.3K	0.02%	80

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 $3.38T AUM 44.17% 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

Robinswood Financial's PM Position: Q2 2026 in Review

Robinswood Financial increased its Philip Morris (PM) stake by 1.2% in Q2 2026, buying an estimated $347 and bringing the position to 173 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #191.

Robinswood Financial first reported a position in PM in Q2 2023 and has held it in 13 quarters since. The position peaked at $52.2K in Q2 2024. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Robinswood Financial held 173 shares of Philip Morris worth $31.4K as of Q2 2026.
Robinswood Financial bought 2 Philip Morris shares in Q2 2026, an estimated $347.
Philip Morris made up 0.01% of Robinswood Financial's portfolio in Q2 2026, its #191 holding.
Robinswood Financial first reported a position in Philip Morris in Q2 2023 and has held it in 13 quarters since.
Robinswood Financial's Philip Morris position peaked at $52.2K in Q2 2024.
2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.