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Gibbs Wealth Management’s Philip Morris PM Stock Holding History

Gibbs Wealth 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 		$3.03M Buy
18,341
+9,625
+110% +$1.67M 0.4% 44
2025
Q4 		$1.42M Sell
8,716
-128
-1% -$19.8K 0.34% 60
2025
Q3 		$1.43M Sell
8,844
-3,575
-29% -$601K 0.32% 63
2025
Q2 		$2.26M Buy
12,419
+828
+7% +$142K 0.44% 47
2025
Q1 		$1.84M Buy
11,591
+1,329
+13% +$188K 0.44% 51
2024
Q4 		$1.24M Buy
10,262
+1,841
+22% +$232K 0.34% 69
2024
Q3 		$1.02M Sell
8,421
-86
-1% -$9.99K 0.33% 70
2024
Q2 		$862K Buy
8,507
+2,018
+31% +$197K 0.35% 68
2024
Q1 		$595K Buy
+6,489
New +$598K 0.34% 74

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Gibbs Wealth Management increased its Philip Morris (PM) stake by 110% in Q1 2026, buying an estimated $1.67M and bringing the position to 18,341 shares worth $3.03M. The position accounts for 0.4% of the portfolio, ranked #44.

Gibbs Wealth Management first reported a position in PM in Q1 2024 and has held it in 9 quarters since. 2,868 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Gibbs Wealth Management held 18,341 shares of Philip Morris worth $3.03M as of Q1 2026.
  • Gibbs Wealth Management bought 9,625 Philip Morris shares in Q1 2026, an estimated $1.67M.
  • Philip Morris made up 0.4% of Gibbs Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Gibbs Wealth Management first reported a position in Philip Morris in Q1 2024 and has held it in 9 quarters since.
  • 2,868 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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