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Gold Investment Management’s Philip Morris PM Stock Holding History

Gold Investment 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
Q1 		$124K Hold
750
– – 0.04% 126
2025
Q4 		$120K Hold
750
– – 0.04% 131
2025
Q3 		$122K Hold
750
– – 0.04% 124
2025
Q2 		$133K Hold
750
– – 0.05% 120
2025
Q1 		$119K Hold
750
– – 0.05% 125
2024
Q4 		$90.3K Hold
750
– – 0.04% 131
2024
Q3 		$91K Hold
750
– – 0.04% 130
2024
Q2 		$76K Hold
750
– – 0.03% 135
2024
Q1 		$68.7K Hold
750
– – 0.03% 137
2023
Q4 		$70.6K Buy
+750
New +$69.1K 0.03% 138

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gold Investment Management's PM Position: Q1 2026 in Review

Gold Investment Management held its Philip Morris (PM) position steady in Q1 2026 at 750 shares worth $124K. The position accounts for 0.04% of the portfolio, ranked #126.

Gold Investment Management first reported a position in PM in Q4 2023 and has held it in 10 quarters since. The position peaked at $133K in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Gold Investment Management held 750 shares of Philip Morris worth $124K as of Q1 2026.
  • Gold Investment Management left its Philip Morris share count unchanged in Q1 2026.
  • Philip Morris made up 0.04% of Gold Investment Management's portfolio in Q1 2026, its #126 holding.
  • Gold Investment Management first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
  • Gold Investment Management's Philip Morris position peaked at $133K in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Gold Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.