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Goldenstone Wealth Management’s Philip Morris PM Stock Holding History

Goldenstone 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 		– Sell
-1,329
Closed -$220K – 90
2026
Q1 		$220K Hold
1,329
– – 0.16% 86
2025
Q4 		$213K Buy
+1,329
New +$206K 0.16% 81

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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

Goldenstone Wealth Management's PM Position: Q2 2026 in Review

Goldenstone Wealth Management sold out of Philip Morris (PM) in Q2 2026, closing a stake of 1,329 shares — an estimated $220K sold.

Goldenstone Wealth Management first reported a position in PM in Q4 2025 and held it in 2 quarters. The position peaked at $220K in Q1 2026. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Goldenstone Wealth Management reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Goldenstone Wealth Management sold 1,329 Philip Morris shares in Q2 2026, an estimated $220K.
  • Goldenstone Wealth Management first reported a position in Philip Morris in Q4 2025 and held it in 2 quarters.
  • Goldenstone Wealth Management's Philip Morris position peaked at $220K in Q1 2026.
  • 2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Goldenstone Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.