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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
Q2 		$41.6K Sell
230
-17,590
-99% -$3.05M 0.11% 113
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 0.05% 345
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

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Golden State Equity Partners's PM Position: Q2 2026 in Review

Golden State Equity Partners reduced its Philip Morris (PM) stake by 99% in Q2 2026, selling an estimated $3.05M and leaving 230 shares worth $41.6K. The position accounts for 0.11% of the portfolio, ranked #113.

Golden State Equity Partners first reported a position in PM in Q2 2021 and has held it in 14 quarters since. The position peaked at $2.95M in Q1 2026. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Golden State Equity Partners held 230 shares of Philip Morris worth $41.6K as of Q2 2026.
  • Golden State Equity Partners sold 17,590 Philip Morris shares in Q2 2026, an estimated $3.05M.
  • Philip Morris made up 0.11% of Golden State Equity Partners's portfolio in Q2 2026, its #113 holding.
  • Golden State Equity Partners first reported a position in Philip Morris in Q2 2021 and has held it in 14 quarters since.
  • Golden State Equity Partners's Philip Morris position peaked at $2.95M in Q1 2026.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.