Garrett Wealth Advisory Group’s Philip Morris PM Stock Holding History

Garrett Wealth Advisory Group’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	$714K	Buy	3,945 +154	+4%	+$26.7K	0.11%	70
2026 Q1	$627K	Buy	3,791 +682	+22%	+$119K	0.11%	66
2025 Q4	$499K	Buy	3,109 +2	+0.1%	+$310	0.09%	69
2025 Q3	$504K	Buy	3,107 +3	+0.1%	+$505	0.1%	66
2025 Q2	$565K	Buy	3,104 +66	+2%	+$11.3K	0.12%	60
2025 Q1	$482K	Sell	3,038 -41	-1%	-$5.81K	0.11%	59
2024 Q4	$371K	Sell	3,079 -71	-2%	-$8.96K	0.08%	70
2024 Q3	$382K	Buy	+3,150	New	+$366K	0.09%	67
2019 Q4	–	Sell	-1,989	Closed	-$151K	–	495
2019 Q3	$151K	Buy	+1,989	New	+$158K	0.11%	63

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

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

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

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

Garrett Wealth Advisory Group's PM Position: Q2 2026 in Review

Garrett Wealth Advisory Group increased its Philip Morris (PM) stake by 4.1% in Q2 2026, buying an estimated $26.7K and bringing the position to 3,945 shares worth $714K. The position accounts for 0.11% of the portfolio, ranked #70.

Garrett Wealth Advisory Group first reported a position in PM in Q3 2019 and has held it in 9 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Garrett Wealth Advisory Group held 3,945 shares of Philip Morris worth $714K as of Q2 2026.
Garrett Wealth Advisory Group bought 154 Philip Morris shares in Q2 2026, an estimated $26.7K.
Philip Morris made up 0.11% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #70 holding.
Garrett Wealth Advisory Group first reported a position in Philip Morris in Q3 2019 and has held it in 9 quarters since.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.