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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
Q2 		$4.03M Sell
22,292
-1,583
-7% -$275K 0.13% 96
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 $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

GeoWealth Management's PM Position: Q2 2026 in Review

GeoWealth Management reduced its Philip Morris (PM) stake by 6.6% in Q2 2026, selling an estimated $275K and leaving 22,292 shares worth $4.03M. The position accounts for 0.13% of the portfolio, ranked #96.

GeoWealth Management first reported a position in PM in Q3 2019 and has held it in 15 quarters since. 2,934 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • GeoWealth Management held 22,292 shares of Philip Morris worth $4.03M as of Q2 2026.
  • GeoWealth Management sold 1,583 Philip Morris shares in Q2 2026, an estimated $275K.
  • Philip Morris made up 0.13% of GeoWealth Management's portfolio in Q2 2026, its #96 holding.
  • GeoWealth Management first reported a position in Philip Morris in Q3 2019 and has held it in 15 quarters since.
  • 2,934 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.