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Rydar Equities’s Philip Morris PM Stock Holding History

Rydar Equities’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
Q3 		$259K Buy
1,343
+1
+0.1% +$189 0.13% 94
2026
Q2 		$258K Buy
+1,342
New +$233K 0.15% 97
2025
Q3 		– Sell
-1,135
Closed -$207K – 100
2025
Q2 		$207K Buy
+1,135
New +$195K 0.16% 92

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Rydar Equities's PM Position: Q3 2026 in Review

Rydar Equities increased its Philip Morris (PM) stake by 0.07% in Q3 2026, buying an estimated $189 and bringing the position to 1,343 shares worth $259K. The position accounts for 0.13% of the portfolio, ranked #94.

Rydar Equities first reported a position in PM in Q2 2025 and has held it in 3 quarters since. 597 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Rydar Equities held 1,343 shares of Philip Morris worth $259K as of Q3 2026.
  • Rydar Equities bought 1 Philip Morris share in Q3 2026, an estimated $189.
  • Philip Morris made up 0.13% of Rydar Equities's portfolio in Q3 2026, its #94 holding.
  • Rydar Equities first reported a position in Philip Morris in Q2 2025 and has held it in 3 quarters since.
  • 597 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Rydar Equities's 13F filing for Q3 2026, filed 13 Oct 2026.