GWM
PJT icon

Gibbs Wealth Management’s PJT Partners PJT Stock Holding History

Gibbs Wealth Management’s Portfolio PJT Stock Details PJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.28M Buy
9,177
+4,358
+90% +$686K 0.17% 118
2025
Q4 		$865K Sell
4,819
-259
-5% -$44.3K 0.21% 114
2025
Q3 		$903K Sell
5,078
-987
-16% -$178K 0.2% 119
2025
Q2 		$1M Buy
6,065
+871
+17% +$127K 0.19% 125
2025
Q1 		$716K Buy
5,194
+1,625
+46% +$256K 0.17% 136
2024
Q4 		$563K Buy
3,569
+869
+32% +$133K 0.15% 146
2024
Q3 		$360K Buy
2,700
+384
+17% +$46.9K 0.12% 193
2024
Q2 		$250K Buy
+2,316
New +$233K 0.1% 204

Other funds holding PJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Gibbs Wealth Management's PJT Position: Q1 2026 in Review

Gibbs Wealth Management increased its PJT Partners (PJT) stake by 90% in Q1 2026, buying an estimated $686K and bringing the position to 9,177 shares worth $1.28M. The position accounts for 0.17% of the portfolio, ranked #118.

Gibbs Wealth Management first reported a position in PJT in Q2 2024 and has held it in 8 quarters since. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • Gibbs Wealth Management held 9,177 shares of PJT Partners worth $1.28M as of Q1 2026.
  • Gibbs Wealth Management bought 4,358 PJT Partners shares in Q1 2026, an estimated $686K.
  • PJT Partners made up 0.17% of Gibbs Wealth Management's portfolio in Q1 2026, its #118 holding.
  • Gibbs Wealth Management first reported a position in PJT Partners in Q2 2024 and has held it in 8 quarters since.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

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