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GKV Capital Management’s Philip Morris PM Stock Holding History

GKV Capital 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 		$262K Sell
1,450
-250
-15% -$43.4K 0.08% 80
2026
Q1 		$281K Hold
1,700
– – 0.11% 77
2025
Q4 		$273K Hold
1,700
– – 0.1% 79
2025
Q3 		$276K Hold
1,700
– – 0.11% 79
2025
Q2 		$310K Hold
1,700
– – 0.14% 76
2025
Q1 		$270K Hold
1,700
– – 0.13% 69
2024
Q4 		$205K Buy
+1,700
New +$214K 0.08% 88

Other funds holding PM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

GKV Capital Management's PM Position: Q2 2026 in Review

GKV Capital Management reduced its Philip Morris (PM) stake by 15% in Q2 2026, selling an estimated $43.4K and leaving 1,450 shares worth $262K. The position accounts for 0.08% of the portfolio, ranked #80.

GKV Capital Management first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $310K in Q2 2025. 1,482 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • GKV Capital Management held 1,450 shares of Philip Morris worth $262K as of Q2 2026.
  • GKV Capital Management sold 250 Philip Morris shares in Q2 2026, an estimated $43.4K.
  • Philip Morris made up 0.08% of GKV Capital Management's portfolio in Q2 2026, its #80 holding.
  • GKV Capital Management first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • GKV Capital Management's Philip Morris position peaked at $310K in Q2 2025.
  • 1,482 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on GKV Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.