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Rossby Financial’s Philip Morris PM Stock Holding History

Rossby 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 		$403K Sell
2,228
-196
-8% -$34K 0.07% 236
2026
Q1 		$381K Buy
2,424
+1,145
+90% +$199K 0.08% 231
2025
Q4 		$205K Sell
1,279
-216
-14% -$33.5K 0.06% 272
2025
Q3 		$240K Buy
1,495
+197
+15% +$33.1K 0.08% 246
2025
Q2 		$236K Sell
1,298
-390
-23% -$67K 0.09% 227
2025
Q1 		$287K Buy
+1,688
New +$239K 0.12% 173

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rossby Financial's PM Position: Q2 2026 in Review

Rossby Financial reduced its Philip Morris (PM) stake by 8.1% in Q2 2026, selling an estimated $34K and leaving 2,228 shares worth $403K. The position accounts for 0.07% of the portfolio, ranked #236.

Rossby Financial first reported a position in PM in Q1 2025 and has held it in 6 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Rossby Financial held 2,228 shares of Philip Morris worth $403K as of Q2 2026.
  • Rossby Financial sold 196 Philip Morris shares in Q2 2026, an estimated $34K.
  • Philip Morris made up 0.07% of Rossby Financial's portfolio in Q2 2026, its #236 holding.
  • Rossby Financial first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.