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Royal Capital Wealth Management’s Philip Morris PM Stock Holding History

Royal Capital Wealth Management’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
Q1 		$591K Buy
3,572
+3
+0.1% +$521 0.37% 44
2025
Q4 		$572K Buy
3,569
+3
+0.1% +$465 0.34% 45
2025
Q3 		$578K Buy
3,566
+3
+0.1% +$505 0.35% 43
2025
Q2 		$649K Sell
3,563
-50
-1% -$8.59K 0.43% 42
2025
Q1 		$574K Buy
3,613
+4
+0.1% +$567 0.4% 42
2024
Q4 		$434K Sell
3,609
-56
-2% -$7.07K 0.3% 49
2024
Q3 		$445K Sell
3,665
-86
-2% -$9.99K 0.31% 50
2024
Q2 		$380K Sell
3,751
-88
-2% -$8.6K 0.29% 56
2024
Q1 		$352K Sell
3,839
-381
-9% -$35.1K 0.28% 62
2023
Q4 		$397K Buy
4,220
+4
+0.1% +$369 0.34% 55
2023
Q3 		$390K Sell
4,216
-126
-3% -$12.1K 0.37% 52
2023
Q2 		$424K Sell
4,342
-281
-6% -$26.8K 0.4% 47
2023
Q1 		$450K Buy
4,623
+188
+4% +$18.7K 0.45% 44
2022
Q4 		$449K Sell
4,435
-4,060
-48% -$383K 0.48% 41
2022
Q3 		$705K Buy
8,495
+203
+2% +$19.4K 0.82% 32
2022
Q2 		$819K Sell
8,292
-200
-2% -$20.4K 0.89% 32
2022
Q1 		$798K Buy
8,492
+50
+0.6% +$5K 0.78% 33
2021
Q4 		$802K Buy
+8,442
New +$789K 0.78% 33

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Capital Wealth Management's PM Position: Q1 2026 in Review

Royal Capital Wealth Management increased its Philip Morris (PM) stake by 0.08% in Q1 2026, buying an estimated $521 and bringing the position to 3,572 shares worth $591K. The position accounts for 0.37% of the portfolio, ranked #44.

Royal Capital Wealth Management first reported a position in PM in Q4 2021 and has held it in 18 quarters since. The position peaked at $819K in Q2 2022. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Royal Capital Wealth Management held 3,572 shares of Philip Morris worth $591K as of Q1 2026.
  • Royal Capital Wealth Management bought 3 Philip Morris shares in Q1 2026, an estimated $521.
  • Philip Morris made up 0.37% of Royal Capital Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Royal Capital Wealth Management first reported a position in Philip Morris in Q4 2021 and has held it in 18 quarters since.
  • Royal Capital Wealth Management's Philip Morris position peaked at $819K in Q2 2022.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Royal Capital Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.