Romano Brothers & Co’s Philip Morris PM Stock Holding History

Romano Brothers & Co’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	$1.23M	Buy	6,777 +5	+0.1%	+$867	0.12%	157
2026 Q1	$1.12M	Hold	6,772	–	–	0.13%	155
2025 Q4	$1.09M	Sell	6,772 -200	-3%	-$31K	0.12%	155
2025 Q3	$1.13M	Hold	6,972	–	–	0.13%	148
2025 Q2	$1.27M	Sell	6,972 -616	-8%	-$106K	0.16%	138
2025 Q1	$1.2M	Sell	7,588 -250	-3%	-$35.4K	0.16%	140
2024 Q4	$943K	Sell	7,838 -162	-2%	-$20.4K	0.12%	162
2024 Q3	$971K	Hold	8,000	–	–	0.12%	163
2024 Q2	$811K	Sell	8,000 -159	-2%	-$15.5K	0.11%	166
2024 Q1	$748K	Sell	8,159 -50	-0.6%	-$4.61K	0.1%	173
2023 Q4	$772K	Sell	8,209 -57	-0.7%	-$5.25K	0.12%	162
2023 Q3	$765K	Sell	8,266 -24	-0.3%	-$2.31K	0.12%	161
2023 Q2	$809K	Sell	8,290 -42	-0.5%	-$4.01K	0.12%	161
2023 Q1	$810K	Buy	8,332 +3,603	+76%	+$359K	0.13%	160
2022 Q4	$479K	Buy	4,729 +32	+0.7%	+$3.02K	0.07%	209
2022 Q3	$390K	Buy	+4,697	New	+$448K	0.06%	219

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

Romano Brothers & Co's PM Position: Q2 2026 in Review

Romano Brothers & Co increased its Philip Morris (PM) stake by 0.07% in Q2 2026, buying an estimated $867 and bringing the position to 6,777 shares worth $1.23M. The position accounts for 0.12% of the portfolio, ranked #157.

Romano Brothers & Co first reported a position in PM in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.27M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Romano Brothers & Co held 6,777 shares of Philip Morris worth $1.23M as of Q2 2026.
Romano Brothers & Co bought 5 Philip Morris shares in Q2 2026, an estimated $867.
Philip Morris made up 0.12% of Romano Brothers & Co's portfolio in Q2 2026, its #157 holding.
Romano Brothers & Co first reported a position in Philip Morris in Q3 2022 and has held it in 16 quarters since.
Romano Brothers & Co's Philip Morris position peaked at $1.27M in Q2 2025.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.