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Garden State Investment Advisory Services’s Philip Morris PM Stock Holding History

Garden State Investment Advisory Services’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 		$293K Buy
1,765
+13
+0.7% +$2.26K 0.06% 235
2025
Q4 		$282K Buy
1,752
+11
+0.6% +$1.7K 0.06% 240
2025
Q3 		$282K Sell
1,741
-177
-9% -$29.8K 0.06% 235
2025
Q2 		$350K Buy
1,918
+93
+5% +$16K 0.09% 201
2025
Q1 		$291K Buy
1,825
+33
+2% +$4.67K 0.09% 191
2024
Q4 		$216K Buy
1,792
+79
+5% +$9.97K 0.06% 225
2024
Q3 		$209K Buy
+1,713
New +$199K 0.07% 212

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Garden State Investment Advisory Services's PM Position: Q1 2026 in Review

Garden State Investment Advisory Services increased its Philip Morris (PM) stake by 0.74% in Q1 2026, buying an estimated $2.26K and bringing the position to 1,765 shares worth $293K. The position accounts for 0.06% of the portfolio, ranked #235.

Garden State Investment Advisory Services first reported a position in PM in Q3 2024 and has held it in 7 quarters since. The position peaked at $350K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Garden State Investment Advisory Services held 1,765 shares of Philip Morris worth $293K as of Q1 2026.
  • Garden State Investment Advisory Services bought 13 Philip Morris shares in Q1 2026, an estimated $2.26K.
  • Philip Morris made up 0.06% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #235 holding.
  • Garden State Investment Advisory Services first reported a position in Philip Morris in Q3 2024 and has held it in 7 quarters since.
  • Garden State Investment Advisory Services's Philip Morris position peaked at $350K in Q2 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.