Golden State Equity Partners’s Philip Morris PM Stock Holding History

Golden State Equity Partners’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	$2.95M	Buy	17,820 +8,778	+97%	+$1.53M	0.22%	98
2025 Q4	$1.45M	Sell	9,042 -2,679	-23%	-$415K	0.23%	94
2025 Q3	$1.9M	Buy	11,721 +7,725	+193%	+$1.3M	0.32%	64
2025 Q2	$728K	Buy	3,996 +94	+2%	+$16.1K	0.13%	185
2025 Q1	$619K	Buy	3,902 +757	+24%	+$107K	0.12%	202
2024 Q4	$378K	Buy	3,145 +719	+30%	+$90.7K	0.07%	285
2024 Q3	$294K	Buy	2,426 +86	+4%	+$9.99K	0.16%	142
2024 Q2	$237K	Buy	+2,340	New	+$229K	0.05%	360
2023 Q4	$335K	Sell	3,560 -1,154	-24%	-$106K	0.08%	256
2023 Q3	$436K	Sell	4,714 -65	-1%	-$6.26K	0.12%	183
2023 Q2	$467K	Buy	4,779 +1,486	+45%	+$142K	0.13%	191
2023 Q1	$320K	Buy	+3,293	New	+$328K	0.17%	138
2021 Q3	–	Sell	-2,465	Closed	-$244K	–	269
2021 Q2	$244K	Buy	+2,465	New	+$237K	0.09%	209

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Golden State Equity Partners's PM Position: Q1 2026 in Review

Golden State Equity Partners increased its Philip Morris (PM) stake by 97% in Q1 2026, buying an estimated $1.53M and bringing the position to 17,820 shares worth $2.95M. The position accounts for 0.22% of the portfolio, ranked #98.

Golden State Equity Partners first reported a position in PM in Q2 2021 and has held it in 13 quarters since. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Golden State Equity Partners held 17,820 shares of Philip Morris worth $2.95M as of Q1 2026.
Golden State Equity Partners bought 8,778 Philip Morris shares in Q1 2026, an estimated $1.53M.
Philip Morris made up 0.22% of Golden State Equity Partners's portfolio in Q1 2026, its #98 holding.
Golden State Equity Partners first reported a position in Philip Morris in Q2 2021 and has held it in 13 quarters since.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.