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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
Q2 		$514K Buy
2,839
+374
+15% +$64.9K 0.02% 140
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GDS Wealth Management's PM Position: Q2 2026 in Review

GDS Wealth Management increased its Philip Morris (PM) stake by 15% in Q2 2026, buying an estimated $64.9K and bringing the position to 2,839 shares worth $514K. The position accounts for 0.02% of the portfolio, ranked #140.

GDS Wealth Management first reported a position in PM in Q4 2022 and has held it in 8 quarters since. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • GDS Wealth Management held 2,839 shares of Philip Morris worth $514K as of Q2 2026.
  • GDS Wealth Management bought 374 Philip Morris shares in Q2 2026, an estimated $64.9K.
  • Philip Morris made up 0.02% of GDS Wealth Management's portfolio in Q2 2026, its #140 holding.
  • GDS Wealth Management first reported a position in Philip Morris in Q4 2022 and has held it in 8 quarters since.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.