RAFFA WEALTH MANAGEMENT, LLC’s Philip Morris PM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$7.78K	Sell	43 -62	-59%	-$10.8K	﹤0.01%	485
2026 Q1	$17.4K	Buy	105 +68	+184%	+$11.8K	﹤0.01%	293
2025 Q4	$5.93K	Buy	+37	New	+$5.73K	﹤0.01%	488
2025 Q2	–	Sell	-53	Closed	-$8.41K	–	1129
2025 Q1	$8.41K	Hold	53	–	–	﹤0.01%	342
2024 Q4	$6.38K	Buy	+53	New	+$6.69K	﹤0.01%	406
2022 Q4	–	Sell	-150	Closed	-$12.5K	–	1133
2022 Q3	$12.5K	Buy	+150	New	+$14.3K	0.01%	247
2021 Q4	$14.3K	Hold	150	–	–	﹤0.01%	254
2021 Q3	$14.2K	Hold	150	–	–	﹤0.01%	220
2021 Q2	$14.9K	Buy	+150	New	+$14.4K	0.01%	222
2020 Q4	$12.4K	Buy	+150	New	+$11.7K	﹤0.01%	229
2020 Q2	$10.5K	Hold	150	–	–	﹤0.01%	223
2020 Q1	$10.9K	Buy	+150	New	+$12.3K	﹤0.01%	199
2019 Q3	$13.9K	Buy	+183	New	+$14.5K	0.01%	215
2017 Q1	$2.71K	Buy	+24	New	+$2.48K	﹤0.01%	239

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's PM Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Philip Morris (PM) stake by 59% in Q2 2026, selling an estimated $10.8K and leaving 43 shares worth $7.78K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PM in Q1 2017 and has held it in 14 quarters since. The position peaked at $17.4K in Q1 2026. 1,036 funds tracked by Wall St. Rank hold PM as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 43 shares of Philip Morris worth $7.78K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 62 Philip Morris shares in Q2 2026, an estimated $10.8K.
Philip Morris made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #485 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Philip Morris in Q1 2017 and has held it in 14 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Philip Morris position peaked at $17.4K in Q1 2026.
1,036 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.