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Golden State Wealth Management’s Philip Morris PM Stock Holding History

Golden State Wealth 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
Q2 		$457K Buy
2,528
+13
+0.5% +$2.25K 0.04% 296
2026
Q1 		$416K Buy
2,515
+163
+7% +$28.3K 0.05% 283
2025
Q4 		$377K Buy
2,352
+39
+2% +$6.04K 0.04% 293
2025
Q3 		$375K Sell
2,313
-96
-4% -$16.2K 0.04% 288
2025
Q2 		$439K Sell
2,409
-298
-11% -$51.2K 0.05% 254
2025
Q1 		$430K Sell
2,707
-50
-2% -$7.08K 0.06% 230
2024
Q4 		$332K Buy
+2,757
New +$348K 0.05% 261
2022
Q1 		$226K Sell
2,402
-595
-20% -$59.5K 0.04% 283
2021
Q4 		$285K Buy
2,997
+525
+21% +$49.1K 0.05% 295
2021
Q3 		$234K Sell
2,472
-39
-2% -$3.92K 0.05% 264
2021
Q2 		$249K Buy
2,511
+2
+0.1% +$192 0.05% 253
2021
Q1 		$222K Sell
2,509
-649
-21% -$55.1K 0.07% 187
2020
Q4 		$261K Buy
3,158
+651
+26% +$50.7K 0.08% 200
2020
Q3 		$188K Sell
2,507
-416
-14% -$32.1K 0.06% 198
2020
Q2 		$205K Buy
2,923
+193
+7% +$14.1K 0.07% 177
2020
Q1 		$199K Buy
+2,730
New +$225K 0.09% 159
2019
Q4 		– Sell
-3,744
Closed -$284K – 691
2019
Q3 		$284K Buy
3,744
+1,272
+51% +$101K 0.09% 162
2019
Q2 		$194K Sell
2,472
-55
-2% -$4.54K 0.06% 228
2019
Q1 		$223K Buy
+2,527
New +$204K 0.07% 213

Other funds holding PM

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 Wealth Management's PM Position: Q2 2026 in Review

Golden State Wealth Management increased its Philip Morris (PM) stake by 0.52% in Q2 2026, buying an estimated $2.25K and bringing the position to 2,528 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #296.

Golden State Wealth Management first reported a position in PM in Q1 2019 and has held it in 19 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Golden State Wealth Management held 2,528 shares of Philip Morris worth $457K as of Q2 2026.
  • Golden State Wealth Management bought 13 Philip Morris shares in Q2 2026, an estimated $2.25K.
  • Philip Morris made up 0.04% of Golden State Wealth Management's portfolio in Q2 2026, its #296 holding.
  • Golden State Wealth Management first reported a position in Philip Morris in Q1 2019 and has held it in 19 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.