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GeoWealth Management’s Philip Morris PM Stock Holding History

GeoWealth 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 		$3.95M Buy
23,875
+2,395
+11% +$416K 0.14% 93
2025
Q4 		$3.45M Buy
21,480
+1,096
+5% +$170K 0.13% 105
2025
Q3 		$3.31M Buy
20,384
+11,561
+131% +$1.95M 0.12% 115
2025
Q2 		$1.61M Buy
8,823
+1,379
+19% +$237K 0.06% 180
2025
Q1 		$1.18M Sell
7,444
-3,636
-33% -$515K 0.05% 224
2024
Q4 		$1.33M Buy
11,080
+2,380
+27% +$300K 0.04% 243
2024
Q3 		$1.06M Buy
8,700
+142
+2% +$16.5K 0.04% 289
2024
Q2 		$867K Buy
8,558
+2,126
+33% +$208K 0.04% 303
2024
Q1 		$589K Buy
6,432
+2,096
+48% +$193K 0.02% 396
2023
Q4 		$408K Buy
4,336
+2,289
+112% +$211K 0.03% 364
2023
Q3 		$189K Sell
2,047
-4,566
-69% -$439K 0.02% 290
2023
Q2 		$646K Buy
6,613
+5,647
+585% +$540K 0.07% 150
2023
Q1 		$94K Buy
+966
New +$96.3K 0.01% 245
2019
Q4 		– Sell
-4,116
Closed -$313K – 173
2019
Q3 		$313K Buy
+4,116
New +$326K 0.07% 144

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GeoWealth Management's PM Position: Q1 2026 in Review

GeoWealth Management increased its Philip Morris (PM) stake by 11% in Q1 2026, buying an estimated $416K and bringing the position to 23,875 shares worth $3.95M. The position accounts for 0.14% of the portfolio, ranked #93.

GeoWealth Management first reported a position in PM in Q3 2019 and has held it in 14 quarters since. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • GeoWealth Management held 23,875 shares of Philip Morris worth $3.95M as of Q1 2026.
  • GeoWealth Management bought 2,395 Philip Morris shares in Q1 2026, an estimated $416K.
  • Philip Morris made up 0.14% of GeoWealth Management's portfolio in Q1 2026, its #93 holding.
  • GeoWealth Management first reported a position in Philip Morris in Q3 2019 and has held it in 14 quarters since.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.