GI
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GAMMA Investing’s Philip Morris PM Stock Holding History

GAMMA Investing’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 		$10.1M Buy
53,168
+4,156
+8% +$785K 0.34% 40
2026
Q2 		$8.87M Buy
49,012
+4,335
+10% +$752K 0.33% 45
2026
Q1 		$7.39M Buy
44,677
+5,855
+15% +$1.02M 0.34% 41
2025
Q4 		$6.23M Buy
38,822
+3,834
+11% +$594K 0.31% 44
2025
Q3 		$5.68M Buy
34,988
+1,994
+6% +$335K 0.31% 45
2025
Q2 		$6.01M Buy
32,994
+4,726
+17% +$812K 0.38% 33
2025
Q1 		$4.49M Buy
28,268
+5,930
+27% +$840K 0.34% 48
2024
Q4 		$2.69M Buy
22,338
+2,129
+11% +$269K 0.23% 72
2024
Q3 		$2.45M Buy
20,209
+5,407
+37% +$628K 0.24% 75
2024
Q2 		$1.5M Buy
14,802
+5,976
+68% +$584K 0.2% 82
2024
Q1 		$809K Buy
8,826
+828
+10% +$76.4K 0.16% 112
2023
Q4 		$727K Buy
+7,998
New +$737K 0.2% 81

Other funds holding PM

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

GAMMA Investing's PM Position: Q3 2026 in Review

GAMMA Investing increased its Philip Morris (PM) stake by 8.5% in Q3 2026, buying an estimated $785K and bringing the position to 53,168 shares worth $10.1M. The position accounts for 0.34% of the portfolio, ranked #40.

GAMMA Investing first reported a position in PM in Q4 2023 and has held it in 12 quarters since. 112 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • GAMMA Investing held 53,168 shares of Philip Morris worth $10.1M as of Q3 2026.
  • GAMMA Investing bought 4,156 Philip Morris shares in Q3 2026, an estimated $785K.
  • Philip Morris made up 0.34% of GAMMA Investing's portfolio in Q3 2026, its #40 holding.
  • GAMMA Investing first reported a position in Philip Morris in Q4 2023 and has held it in 12 quarters since.
  • 112 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.