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Garton & Associates Financial Advisors’s Philip Morris PM Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-500
Closed -$80.3K – 542
2025
Q4 		$80.3K Buy
+500
New +$77.5K 0.05% 284

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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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Garton & Associates Financial Advisors's PM Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Philip Morris (PM) in Q1 2026, closing a stake of 500 shares — an estimated $80.3K sold.

Garton & Associates Financial Advisors first reported a position in PM in Q4 2025 and held it in 1 quarter. The position peaked at $80.3K in Q4 2025. 2,865 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 500 Philip Morris shares in Q1 2026, an estimated $80.3K.
  • Garton & Associates Financial Advisors first reported a position in Philip Morris in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Philip Morris position peaked at $80.3K in Q4 2025.
  • 2,865 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.