Financial Gravity Asset Management’s Philip Morris PM Stock Holding History

Financial Gravity Asset 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	$3.14K	Hold	19	–	–	﹤0.01%	690
2025 Q4	$3.05K	Sell	19 -49	-72%	-$7.59K	﹤0.01%	580
2025 Q3	$11.1K	Buy	+68	New	+$11.4K	﹤0.01%	542
2025 Q1	$17.3K	Buy	+109	New	+$15.4K	﹤0.01%	501
2024 Q2	$912	Sell	9 -68	-88%	-$6.65K	﹤0.01%	833
2024 Q1	$7.09K	Buy	77 +68	+756%	+$6.27K	﹤0.01%	793
2023 Q4	$847	Buy	+9	New	+$829	﹤0.01%	1062
2023 Q3	–	Sell	-140	Closed	-$753	–	1629
2023 Q2	$753	Buy	+140	New	+$13.4K	﹤0.01%	883
2023 Q1	–	Sell	-101	Closed	-$4.98K	–	1517
2022 Q4	$4.98K	Buy	101 +18	+22%	+$1.7K	0.03%	401
2022 Q3	$2	Buy	+83	New	+$7.92K	﹤0.01%	829
2022 Q1	–	Sell	-95	Closed	-$28	–	988
2021 Q4	$28	Buy	+95	New	+$8.88K	﹤0.01%	785
2021 Q1	–	Sell	-8	Closed	-$1K	–	865
2020 Q4	$1K	Buy	+8	New	+$623	﹤0.01%	435
2020 Q2	–	Sell	-119	Closed	-$8.67K	–	654
2020 Q1	$8.67K	Sell	119 -172	-59%	-$14.2K	0.03%	241
2019 Q4	$94K	Sell	291 -41	-12%	-$3.38K	0.06%	346
2019 Q3	$25K	Buy	332 +33	+11%	+$2.62K	0.02%	418
2019 Q2	$23K	Buy	299 +126	+73%	+$10.4K	0.02%	462
2019 Q1	$15K	Buy	+173	New	+$13.9K	0.01%	483
2018 Q3	$5K	Hold	52	–	–	0.01%	738
2018 Q2	$4K	Buy	52 +9	+21%	+$764	﹤0.01%	842
2018 Q1	$3K	Buy	+43	New	+$4.48K	﹤0.01%	872

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Gravity Asset Management's PM Position: Q1 2026 in Review

Financial Gravity Asset Management held its Philip Morris (PM) position steady in Q1 2026 at 19 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Financial Gravity Asset Management first reported a position in PM in Q1 2018 and has held it in 20 quarters since. The position peaked at $94K in Q4 2019. 2,865 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Financial Gravity Asset Management held 19 shares of Philip Morris worth $3.14K as of Q1 2026.
Financial Gravity Asset Management left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #690 holding.
Financial Gravity Asset Management first reported a position in Philip Morris in Q1 2018 and has held it in 20 quarters since.
Financial Gravity Asset Management's Philip Morris position peaked at $94K in Q4 2019.
2,865 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.