Gerber Kawasaki Wealth & Investment Management’s Philip Morris PM Stock Holding History

Gerber Kawasaki Wealth & Investment 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	$389K	Buy	2,150 +147	+7%	+$25.5K	0.01%	266
2026 Q1	$331K	Buy	+2,003	New	+$348K	0.01%	271
2025 Q4	–	Sell	-1,805	Closed	-$293K	–	348
2025 Q3	$293K	Sell	1,805 -6	-0.3%	-$1.01K	0.01%	275
2025 Q2	$330K	Buy	1,811 +64	+4%	+$11K	0.01%	246
2025 Q1	$277K	Buy	+1,747	New	+$247K	0.01%	255
2021 Q4	–	Sell	-4	Closed	-$4K	–	869
2021 Q3	$4K	Buy	+4	New	+$402	﹤0.01%	800

Other funds holding PM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's PM Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Philip Morris (PM) stake by 7.3% in Q2 2026, buying an estimated $25.5K and bringing the position to 2,150 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #266.

Gerber Kawasaki Wealth & Investment Management first reported a position in PM in Q3 2021 and has held it in 6 quarters since. 2,231 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 2,150 shares of Philip Morris worth $389K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management bought 147 Philip Morris shares in Q2 2026, an estimated $25.5K.
Philip Morris made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #266 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Philip Morris in Q3 2021 and has held it in 6 quarters since.
2,231 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.