Gentry Private Wealth’s Philip Morris PM Stock Holding History

Gentry Private Wealth’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	$358K	Sell	1,978 -213	-10%	-$36.9K	0.18%	73
2026 Q1	$362K	Sell	2,191 -312	-12%	-$54.2K	0.22%	71
2025 Q4	$401K	Sell	2,503 -360	-13%	-$55.8K	0.25%	62
2025 Q3	$464K	Buy	2,863 +25	+0.9%	+$4.21K	0.32%	56
2025 Q2	$517K	Buy	2,838 +11	+0.4%	+$1.89K	0.4%	43
2025 Q1	$449K	Buy	+2,827	New	+$400K	0.37%	60
2024 Q4	–	Sell	-3,078	Closed	-$374K	–	68
2024 Q3	$374K	Sell	3,078 -168	-5%	-$19.5K	0.31%	58
2024 Q2	$329K	Buy	+3,246	New	+$317K	0.29%	62

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

Gentry Private Wealth's PM Position: Q2 2026 in Review

Gentry Private Wealth reduced its Philip Morris (PM) stake by 9.7% in Q2 2026, selling an estimated $36.9K and leaving 1,978 shares worth $358K. The position accounts for 0.18% of the portfolio, ranked #73.

Gentry Private Wealth first reported a position in PM in Q2 2024 and has held it in 8 quarters since. The position peaked at $517K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Gentry Private Wealth held 1,978 shares of Philip Morris worth $358K as of Q2 2026.
Gentry Private Wealth sold 213 Philip Morris shares in Q2 2026, an estimated $36.9K.
Philip Morris made up 0.18% of Gentry Private Wealth's portfolio in Q2 2026, its #73 holding.
Gentry Private Wealth first reported a position in Philip Morris in Q2 2024 and has held it in 8 quarters since.
Gentry Private Wealth's Philip Morris position peaked at $517K in Q2 2025.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.