GFA
PM icon

Gallagher Fiduciary Advisors’s Philip Morris PM Stock Holding History

Gallagher Fiduciary Advisors’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 		$667K Sell
3,687
-82
-2% -$14.2K 0.02% 155
2026
Q1 		$623K Buy
3,769
+62
+2% +$10.8K 0.02% 128
2025
Q4 		$595K Buy
3,707
+236
+7% +$36.6K 0.02% 156
2025
Q3 		$563K Sell
3,471
-400
-10% -$67.3K 0.02% 144
2025
Q2 		$705K Buy
3,871
+249
+7% +$42.8K 0.03% 127
2025
Q1 		$575K Buy
3,622
+90
+3% +$12.7K 0.02% 142
2024
Q4 		$425K Buy
3,532
+479
+16% +$60.4K 0.08% 165
2024
Q3 		$371K Buy
3,053
+576
+23% +$66.9K 0.08% 161
2024
Q2 		$251K Buy
+2,477
New +$242K 0.06% 193

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gallagher Fiduciary Advisors's PM Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its Philip Morris (PM) stake by 2.2% in Q2 2026, selling an estimated $14.2K and leaving 3,687 shares worth $667K. The position accounts for 0.02% of the portfolio, ranked #155.

Gallagher Fiduciary Advisors first reported a position in PM in Q2 2024 and has held it in 9 quarters since. The position peaked at $705K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Gallagher Fiduciary Advisors held 3,687 shares of Philip Morris worth $667K as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 82 Philip Morris shares in Q2 2026, an estimated $14.2K.
  • Philip Morris made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #155 holding.
  • Gallagher Fiduciary Advisors first reported a position in Philip Morris in Q2 2024 and has held it in 9 quarters since.
  • Gallagher Fiduciary Advisors's Philip Morris position peaked at $705K in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.