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Gerber LLC’s Philip Morris PM Stock Holding History

Gerber LLC’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 		$322K Buy
1,778
+1
+0.1% +$173 0.15% 60
2026
Q1 		$294K Buy
1,777
+1
+0.1% +$174 0.16% 62
2025
Q4 		$285K Buy
1,776
+1
+0.1% +$155 0.16% 65
2025
Q3 		$288K Buy
1,775
+1
+0.1% +$168 0.18% 61
2025
Q2 		$323K Sell
1,774
-140
-7% -$24K 0.23% 60
2025
Q1 		$304K Buy
1,914
+1
+0.1% +$142 0.25% 57
2024
Q4 		$230K Buy
1,913
+1
+0.1% +$126 0.17% 79
2024
Q3 		$232K Buy
+1,912
New +$222K 0.17% 82

Other funds holding PM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Gerber LLC's PM Position: Q2 2026 in Review

Gerber LLC increased its Philip Morris (PM) stake by 0.06% in Q2 2026, buying an estimated $173 and bringing the position to 1,778 shares worth $322K. The position accounts for 0.15% of the portfolio, ranked #60.

Gerber LLC first reported a position in PM in Q3 2024 and has held it in 8 quarters since. The position peaked at $323K in Q2 2025. 1,563 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Gerber LLC held 1,778 shares of Philip Morris worth $322K as of Q2 2026.
  • Gerber LLC bought 1 Philip Morris share in Q2 2026, an estimated $173.
  • Philip Morris made up 0.15% of Gerber LLC's portfolio in Q2 2026, its #60 holding.
  • Gerber LLC first reported a position in Philip Morris in Q3 2024 and has held it in 8 quarters since.
  • Gerber LLC's Philip Morris position peaked at $323K in Q2 2025.
  • 1,563 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.