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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

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

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return