Rossmore Private Capital’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$331K Sell
2,000
-400
-17% -$69.5K 0.03% 240
2025
Q4
$385K Buy
+2,400
New +$372K 0.03% 223

Other funds holding PM

Rossmore Private Capital's PM Position: Q1 2026 in Review

Rossmore Private Capital increased its Philip Morris (PM) stake by 1.6% in Q1 2026, buying an estimated $69.5K and bringing the position to 24,977 shares worth $4.17M. The position accounts for 0.37% of the portfolio, ranked #61.

Rossmore Private Capital first reported a position in PM in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.62M in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Rossmore Private Capital held 24,977 shares of Philip Morris worth $4.17M as of Q1 2026.
  • Rossmore Private Capital bought 400 Philip Morris shares in Q1 2026, an estimated $69.5K.
  • Philip Morris made up 0.37% of Rossmore Private Capital's portfolio in Q1 2026, its #61 holding.
  • Rossmore Private Capital first reported a position in Philip Morris in Q4 2017 and has held it in 34 quarters since.
  • Rossmore Private Capital's Philip Morris position peaked at $4.62M in Q2 2025.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Rossmore Private Capital's 13F filing for Q1 2026, filed 1 May 2026.