GWP
PM icon

Gen-Wealth Partners’s Philip Morris PM Stock Holding History

Gen-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 		$109K Hold
600
– – 0.03% 320
2026
Q1 		$99.2K Sell
600
-90
-13% -$15.6K 0.03% 327
2025
Q4 		$111K Sell
690
-5
-0.7% -$775 0.04% 313
2025
Q3 		$113K Sell
695
-81
-10% -$13.6K 0.04% 306
2025
Q2 		$141K Sell
776
-148
-16% -$25.4K 0.05% 252
2025
Q1 		$147K Sell
924
-235
-20% -$33.3K 0.06% 237
2024
Q4 		$139K Sell
1,159
-167
-13% -$21.1K 0.06% 244
2024
Q3 		$175K Sell
1,326
-109
-8% -$12.7K 0.08% 226
2024
Q2 		$145K Hold
1,435
– – 0.07% 239
2024
Q1 		$131K Buy
+1,435
New +$132K 0.07% 265

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

Gen-Wealth Partners's PM Position: Q2 2026 in Review

Gen-Wealth Partners held its Philip Morris (PM) position steady in Q2 2026 at 600 shares worth $109K. The position accounts for 0.03% of the portfolio, ranked #320.

Gen-Wealth Partners first reported a position in PM in Q1 2024 and has held it in 10 quarters since. The position peaked at $175K in Q3 2024. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Gen-Wealth Partners held 600 shares of Philip Morris worth $109K as of Q2 2026.
  • Gen-Wealth Partners left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.03% of Gen-Wealth Partners's portfolio in Q2 2026, its #320 holding.
  • Gen-Wealth Partners first reported a position in Philip Morris in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Philip Morris position peaked at $175K in Q3 2024.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.