Gateway Wealth Partners’s Philip Morris PM Stock Holding History

Gateway Wealth Partners’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	$1.72M	Sell	9,488 -5,187	-35%	-$900K	0.1%	214
2026 Q1	$2.43M	Buy	14,675 +11,380	+345%	+$1.98M	0.09%	228
2025 Q4	$529K	Sell	3,295 -92	-3%	-$14.3K	0.06%	267
2025 Q3	$549K	Buy	3,387 +1,142	+51%	+$192K	0.07%	235
2025 Q2	$409K	Buy	2,245 +134	+6%	+$23K	0.08%	232
2025 Q1	$335K	Buy	2,111 +22	+1%	+$3.12K	0.08%	236
2024 Q4	$251K	Sell	2,089 -85	-4%	-$10.7K	0.07%	255
2024 Q3	$264K	Buy	+2,174	New	+$253K	0.07%	232

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

Gateway Wealth Partners's PM Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Philip Morris (PM) stake by 35% in Q2 2026, selling an estimated $900K and leaving 9,488 shares worth $1.72M. The position accounts for 0.1% of the portfolio, ranked #214.

Gateway Wealth Partners first reported a position in PM in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.43M in Q1 2026. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Gateway Wealth Partners held 9,488 shares of Philip Morris worth $1.72M as of Q2 2026.
Gateway Wealth Partners sold 5,187 Philip Morris shares in Q2 2026, an estimated $900K.
Philip Morris made up 0.1% of Gateway Wealth Partners's portfolio in Q2 2026, its #214 holding.
Gateway Wealth Partners first reported a position in Philip Morris in Q3 2024 and has held it in 8 quarters since.
Gateway Wealth Partners's Philip Morris position peaked at $2.43M in Q1 2026.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.