GK Wealth Management’s Philip Morris PM Stock Holding History

GK 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 Q3	$298K	Sell	1,564 -413	-21%	-$78K	0.17%	116
2026 Q2	$358K	Buy	+1,977	New	+$343K	0.19%	131
2026 Q1	–	Sell	-1,997	Closed	-$320K	–	154
2025 Q4	$320K	Buy	1,997 +279	+16%	+$43.2K	0.21%	120
2025 Q3	$279K	Sell	1,718 -373	-18%	-$62.8K	0.2%	117
2025 Q2	$381K	Sell	2,091 -318	-13%	-$54.6K	0.34%	74
2025 Q1	$382K	Sell	2,409 -161	-6%	-$22.8K	0.44%	61
2024 Q4	$309K	Buy	+2,570	New	+$324K	0.39%	78

Other funds holding PM

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

GK Wealth Management's PM Position: Q3 2026 in Review

GK Wealth Management reduced its Philip Morris (PM) stake by 21% in Q3 2026, selling an estimated $78K and leaving 1,564 shares worth $298K. The position accounts for 0.17% of the portfolio, ranked #116.

GK Wealth Management first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $382K in Q1 2025. 1,424 funds tracked by Wall St. Rank hold PM as of Q3 2026.

GK Wealth Management held 1,564 shares of Philip Morris worth $298K as of Q3 2026.
GK Wealth Management sold 413 Philip Morris shares in Q3 2026, an estimated $78K.
Philip Morris made up 0.17% of GK Wealth Management's portfolio in Q3 2026, its #116 holding.
GK Wealth Management first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
GK Wealth Management's Philip Morris position peaked at $382K in Q1 2025.
1,424 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.