RWA Wealth Partners’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 | $6.75M | Sell |
40,820
-64
| -0.2% | -$11.1K | 0.07% | 136 |
|
|
2025
Q4 | $6.56M | Sell |
40,884
-41,621
| -50% | -$6.45M | 0.07% | 143 |
|
|
2025
Q3 | $13.4M | Buy |
82,505
+71,743
| +667% | +$12.1M | 0.15% | 88 |
|
|
2025
Q2 | $1.96M | Buy |
10,762
+396
| +4% | +$68K | 0.02% | 252 |
|
|
2025
Q1 | $1.65M | Sell |
10,366
-806
| -7% | -$114K | 0.02% | 265 |
|
|
2024
Q4 | $1.34M | Buy |
11,172
+291
| +3% | +$36.7K | 0.02% | 287 |
|
|
2024
Q3 | $1.32M | Sell |
10,881
-411
| -4% | -$47.8K | 0.02% | 287 |
|
|
2024
Q2 | $1.14M | Buy |
11,292
+30
| +0.3% | +$2.93K | 0.02% | 283 |
|
|
2024
Q1 | $1.03M | Sell |
11,262
-1,041
| -8% | -$96K | 0.01% | 299 |
|
|
2023
Q4 | $1.16M | Buy |
12,303
+3,556
| +41% | +$328K | 0.02% | 275 |
|
|
2023
Q3 | $810K | Buy |
8,747
+552
| +7% | +$53.1K | 0.02% | 213 |
|
|
2023
Q2 | $800K | Buy |
+8,195
| New | +$783K | 0.02% | 185 |
|
|
2022
Q1 | – | Sell |
-4,131
| Closed | -$392K | – | 268 |
|
|
2021
Q4 | $392K | Sell |
4,131
-40
| -1% | -$3.74K | 0.03% | 189 |
|
|
2021
Q3 | $395K | Buy |
4,171
+40
| +1% | +$4.02K | 0.03% | 177 |
|
|
2021
Q2 | $409K | Sell |
4,131
-51
| -1% | -$4.89K | 0.03% | 181 |
|
|
2021
Q1 | $371K | Sell |
4,182
-947
| -18% | -$80.4K | 0.03% | 181 |
|
|
2020
Q4 | $425K | Buy |
5,129
+931
| +22% | +$72.5K | 0.04% | 167 |
|
|
2020
Q3 | $315K | Buy |
4,198
+16
| +0.4% | +$1.23K | 0.03% | 171 |
|
|
2020
Q2 | $293K | Buy |
4,182
+227
| +6% | +$16.6K | 0.04% | 174 |
|
|
2020
Q1 | $289K | Sell |
3,955
-24,037
| -86% | -$1.98M | 0.04% | 166 |
|
|
2019
Q4 | $2.38M | Buy |
27,992
+24,037
| +608% | +$1.98M | 0.24% | 82 |
|
|
2019
Q3 | $300K | Sell |
3,955
-152
| -4% | -$12K | 0.03% | 192 |
|
|
2019
Q2 | $323K | Buy |
4,107
+1
| +0% | +$83 | 0.03% | 183 |
|
|
2019
Q1 | $363K | Buy |
4,106
+1
| +0% | +$81 | 0.04% | 175 |
|
|
2018
Q4 | $274K | Buy |
4,105
+846
| +26% | +$70.7K | 0.04% | 185 |
|
|
2018
Q3 | $266K | Hold |
3,259
| – | – | 0.03% | 191 |
|
|
2018
Q2 | $263K | Buy |
3,259
+2,486
| +322% | +$211K | 0.03% | 204 |
|
|
2018
Q1 | $77K | Buy |
+773
| New | +$80.5K | 0.01% | 288 |
|
|
2017
Q4 | – | Sell |
-1,963
| Closed | -$218K | – | 248 |
|
|
2017
Q3 | $218K | Buy |
+1,963
| New | +$228K | 0.02% | 219 |
|
|
2017
Q2 | – | Sell |
-2,520
| Closed | -$285K | – | 187 |
|
|
2017
Q1 | $285K | Buy |
+2,520
| New | +$260K | 0.04% | 159 |
|
Other funds holding PM
VCM
RWA Wealth Partners's PM Position: Q1 2026 in Review
RWA Wealth Partners reduced its Philip Morris (PM) stake by 0.16% in Q1 2026, selling an estimated $11.1K and leaving 40,820 shares worth $6.75M. The position accounts for 0.07% of the portfolio, ranked #136.
RWA Wealth Partners first reported a position in PM in Q1 2017 and has held it in 30 quarters since. The position peaked at $13.4M in Q3 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- RWA Wealth Partners held 40,820 shares of Philip Morris worth $6.75M as of Q1 2026.
- RWA Wealth Partners sold 64 Philip Morris shares in Q1 2026, an estimated $11.1K.
- Philip Morris made up 0.07% of RWA Wealth Partners's portfolio in Q1 2026, its #136 holding.
- RWA Wealth Partners first reported a position in Philip Morris in Q1 2017 and has held it in 30 quarters since.
- RWA Wealth Partners's Philip Morris position peaked at $13.4M in Q3 2025.
- 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.