GC Wealth Management RIA’s Philip Morris PM Stock Holding History

GC Wealth Management RIA’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	$759K	Sell	4,198 -226	-5%	-$39.2K	0.04%	265
2026 Q1	$731K	Sell	4,424 -868	-16%	-$151K	0.03%	283
2025 Q4	$849K	Sell	5,292 -17,713	-77%	-$2.74M	0.03%	257
2025 Q3	$3.73M	Buy	23,005 +13,008	+130%	+$2.19M	0.12%	133
2025 Q2	$1.82M	Buy	+9,997	New	+$1.72M	0.15%	143

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

GC Wealth Management RIA's PM Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Philip Morris (PM) stake by 5.1% in Q2 2026, selling an estimated $39.2K and leaving 4,198 shares worth $759K. The position accounts for 0.04% of the portfolio, ranked #265.

GC Wealth Management RIA first reported a position in PM in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.73M in Q3 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

GC Wealth Management RIA held 4,198 shares of Philip Morris worth $759K as of Q2 2026.
GC Wealth Management RIA sold 226 Philip Morris shares in Q2 2026, an estimated $39.2K.
Philip Morris made up 0.04% of GC Wealth Management RIA's portfolio in Q2 2026, its #265 holding.
GC Wealth Management RIA first reported a position in Philip Morris in Q2 2025 and has held it in 5 quarters since.
GC Wealth Management RIA's Philip Morris position peaked at $3.73M in Q3 2025.
2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.