GDS Wealth Management’s Philip Morris PM Stock Holding History

GDS Wealth Management’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	$408K	Sell	2,465 -368	-13%	-$63.9K	0.02%	132
2025 Q4	$454K	Hold	2,833	–	–	0.03%	129
2025 Q3	$460K	Buy	2,833 +1,043	+58%	+$175K	0.03%	128
2025 Q2	$326K	Buy	1,790 +186	+12%	+$31.9K	0.02%	138
2025 Q1	$255K	Sell	1,604 -75	-4%	-$10.6K	0.02%	150
2024 Q4	$202K	Buy	+1,679	New	+$212K	0.02%	170
2023 Q1	–	Sell	-2,036	Closed	-$206K	–	118
2022 Q4	$206K	Buy	+2,036	New	+$192K	0.04%	114

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GDS Wealth Management's PM Position: Q1 2026 in Review

GDS Wealth Management reduced its Philip Morris (PM) stake by 13% in Q1 2026, selling an estimated $63.9K and leaving 2,465 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #132.

GDS Wealth Management first reported a position in PM in Q4 2022 and has held it in 7 quarters since. The position peaked at $460K in Q3 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

GDS Wealth Management held 2,465 shares of Philip Morris worth $408K as of Q1 2026.
GDS Wealth Management sold 368 Philip Morris shares in Q1 2026, an estimated $63.9K.
Philip Morris made up 0.02% of GDS Wealth Management's portfolio in Q1 2026, its #132 holding.
GDS Wealth Management first reported a position in Philip Morris in Q4 2022 and has held it in 7 quarters since.
GDS Wealth Management's Philip Morris position peaked at $460K in Q3 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.