Gilliland Jeter Wealth Management’s Philip Morris PM Stock Holding History

Gilliland Jeter 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 Q2	$2.3M	Hold	12,729	–	–	0.6%	45
2026 Q1	$2.1M	Sell	12,729 -29	-0.2%	-$5.04K	0.62%	43
2025 Q4	$2.05M	Hold	12,758	–	–	0.62%	41
2025 Q3	$2.07M	Sell	12,758 -90	-0.7%	-$15.1K	0.64%	38
2025 Q2	$2.34M	Hold	12,848	–	–	0.76%	35
2025 Q1	$2.04M	Sell	12,848 -265	-2%	-$37.5K	0.72%	39
2024 Q4	$1.58M	Sell	13,113 -1,250	-9%	-$158K	0.53%	47
2024 Q3	$1.74M	Hold	14,363	–	–	0.56%	43
2024 Q2	$1.46M	Sell	14,363 -188	-1%	-$18.4K	0.49%	50
2024 Q1	$1.33M	Buy	14,551 +1,252	+9%	+$115K	0.46%	55
2023 Q4	$1.25M	Buy	+13,299	New	+$1.23M	0.52%	52

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

Bank of New York Mellon New York $609B AUM 40.19% 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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Gilliland Jeter Wealth Management's PM Position: Q2 2026 in Review

Gilliland Jeter Wealth Management held its Philip Morris (PM) position steady in Q2 2026 at 12,729 shares worth $2.3M. The position accounts for 0.6% of the portfolio, ranked #45.

Gilliland Jeter Wealth Management first reported a position in PM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.34M in Q2 2025. 1,864 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Gilliland Jeter Wealth Management held 12,729 shares of Philip Morris worth $2.3M as of Q2 2026.
Gilliland Jeter Wealth Management left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.6% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #45 holding.
Gilliland Jeter Wealth Management first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
Gilliland Jeter Wealth Management's Philip Morris position peaked at $2.34M in Q2 2025.
1,864 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.