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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
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

GK Wealth Management's PM Position: Q2 2026 in Review

GK Wealth Management opened a new position in Philip Morris (PM) in Q2 2026: 1,977 shares worth $358K. The stake represents 0.19% of the portfolio and ranks #131 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in PM as recently as Q4 2025.

GK Wealth Management first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $382K in Q1 2025. 881 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • GK Wealth Management held 1,977 shares of Philip Morris worth $358K as of Q2 2026.
  • Philip Morris was a new GK Wealth Management position in Q2 2026.
  • Philip Morris made up 0.19% of GK Wealth Management's portfolio in Q2 2026, its #131 holding.
  • GK Wealth Management first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
  • GK Wealth Management's Philip Morris position peaked at $382K in Q1 2025.
  • 881 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.