Global Wealth Management Investment Advisory’s Philip Morris PM Stock Holding History

Global Wealth Management Investment Advisory’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	$209K	Buy	+1,153	New	+$200K	0.03%	159
2025 Q4	–	Sell	-1,248	Closed	-$202K	–	159
2025 Q3	$202K	Hold	1,248	–	–	0.03%	151
2025 Q2	$227K	Buy	+1,248	New	+$214K	0.04%	137
2024 Q1	–	Sell	-1,485	Closed	-$140K	–	355
2023 Q4	$140K	Hold	1,485	–	–	0.04%	140
2023 Q3	$137K	Hold	1,485	–	–	0.04%	141
2023 Q2	$145K	Buy	+1,485	New	+$142K	0.04%	143
2022 Q3	–	Sell	-1,485	Closed	-$147K	–	382
2022 Q2	$147K	Hold	1,485	–	–	0.05%	140
2022 Q1	$140K	Hold	1,485	–	–	0.04%	149
2021 Q4	$141K	Hold	1,485	–	–	0.04%	153
2021 Q3	$141K	Sell	1,485 -82	-5%	-$8.25K	0.04%	155
2021 Q2	$155K	Hold	1,567	–	–	0.05%	145
2021 Q1	$139K	Sell	1,567 -20	-1%	-$1.7K	0.05%	137
2020 Q4	$131K	Hold	1,587	–	–	0.05%	128
2020 Q3	$119K	Sell	1,587 -2,017	-56%	-$156K	0.05%	123
2020 Q2	$252K	Sell	3,604 -156	-4%	-$11.4K	0.11%	105
2020 Q1	$274K	Sell	3,760 -1,313	-26%	-$108K	0.14%	94
2019 Q4	$432K	Buy	5,073 +1	+0%	+$82	0.18%	85
2019 Q3	$385K	Sell	5,072 -1,047	-17%	-$83K	0.18%	84
2019 Q2	$481K	Buy	6,119 +52	+0.9%	+$4.3K	0.23%	78
2019 Q1	$536K	Sell	6,067 -3,228	-35%	-$260K	0.28%	75
2018 Q4	$621K	Buy	+9,295	New	+$776K	0.36%	78

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Global Wealth Management Investment Advisory's PM Position: Q2 2026 in Review

Global Wealth Management Investment Advisory opened a new position in Philip Morris (PM) in Q2 2026: 1,153 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #159 among its holdings. This is a return to the name: Global Wealth Management Investment Advisory previously reported a position in PM as recently as Q3 2025.

Global Wealth Management Investment Advisory first reported a position in PM in Q4 2018 and has held it in 21 quarters since. The position peaked at $621K in Q4 2018. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Global Wealth Management Investment Advisory held 1,153 shares of Philip Morris worth $209K as of Q2 2026.
Philip Morris was a new Global Wealth Management Investment Advisory position in Q2 2026.
Philip Morris made up 0.03% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #159 holding.
Global Wealth Management Investment Advisory first reported a position in Philip Morris in Q4 2018 and has held it in 21 quarters since.
Global Wealth Management Investment Advisory's Philip Morris position peaked at $621K in Q4 2018.
2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.