RW Investment Management’s Philip Morris PM Stock Holding History

RW Investment 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 Q2	$253K	Hold	1,399	–	–	0.02%	103
2026 Q1	$231K	Buy	+1,399	New	+$243K	0.02%	104
2025 Q3	$243K	Hold	1,499	–	–	0.03%	99
2025 Q2	$273K	Hold	1,499	–	–	0.03%	91
2025 Q1	$238K	Buy	+1,499	New	+$212K	0.03%	88

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

RW Investment Management's PM Position: Q2 2026 in Review

RW Investment Management held its Philip Morris (PM) position steady in Q2 2026 at 1,399 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #103.

RW Investment Management first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $273K in Q2 2025. 2,931 funds tracked by Wall St. Rank hold PM as of Q2 2026.

RW Investment Management held 1,399 shares of Philip Morris worth $253K as of Q2 2026.
RW Investment Management left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.02% of RW Investment Management's portfolio in Q2 2026, its #103 holding.
RW Investment Management first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
RW Investment Management's Philip Morris position peaked at $273K in Q2 2025.
2,931 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.