Global Wealth Strategies & Associates’s Philip Morris PM Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-530	Closed	-$87.6K	–	358
2026 Q1	$87.6K	Hold	530	–	–	0.02%	123
2025 Q4	$85K	Hold	530	–	–	0.02%	116
2025 Q3	$86K	Hold	530	–	–	0.02%	110
2025 Q2	$96.5K	Hold	530	–	–	0.03%	78
2025 Q1	$84.1K	Hold	530	–	–	0.03%	86
2024 Q4	$63.8K	Hold	530	–	–	0.02%	94
2024 Q3	$64.3K	Hold	530	–	–	0.02%	83
2024 Q2	$53.7K	Sell	530 -68	-11%	-$6.65K	0.02%	83
2024 Q1	$54.8K	Buy	598 +68	+13%	+$6.27K	0.02%	87
2023 Q4	$49.9K	Hold	530	–	–	0.02%	86
2023 Q3	$49.1K	Hold	530	–	–	0.02%	78
2023 Q2	$51.7K	Hold	530	–	–	0.02%	76
2023 Q1	$51.5K	Hold	530	–	–	0.03%	74
2022 Q4	$53.6K	Buy	+530	New	+$50K	0.03%	72

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 $3.38T AUM 44.17% 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 Strategies & Associates's PM Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Philip Morris (PM) in Q2 2026, closing a stake of 530 shares — an estimated $87.6K sold.

Global Wealth Strategies & Associates first reported a position in PM in Q4 2022 and held it in 14 quarters. The position peaked at $96.5K in Q2 2025. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 530 Philip Morris shares in Q2 2026, an estimated $87.6K.
Global Wealth Strategies & Associates first reported a position in Philip Morris in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's Philip Morris position peaked at $96.5K in Q2 2025.
2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.