Goldstein Advisors’s Philip Morris PM Stock Holding History

Goldstein Advisors’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	$580K	Buy	3,208 +422	+15%	+$73.2K	0.05%	118
2026 Q1	$461K	Buy	2,786 +200	+8%	+$34.8K	0.05%	109
2025 Q4	$415K	Sell	2,586 -7	-0.3%	-$1.08K	0.05%	110
2025 Q3	$421K	Sell	2,593 -2	-0.1%	-$336	0.05%	108
2025 Q2	$473K	Sell	2,595 -37	-1%	-$6.35K	0.06%	97
2025 Q1	$418K	Buy	2,632 +44	+2%	+$6.23K	0.06%	105
2024 Q4	$311K	Sell	2,588 -29	-1%	-$3.66K	0.05%	134
2024 Q3	$318K	Hold	2,617	–	–	0.05%	120
2024 Q2	$265K	Hold	2,617	–	–	0.04%	131
2024 Q1	$240K	Hold	2,617	–	–	0.04%	140
2023 Q4	$246K	Sell	2,617 -200	-7%	-$18.4K	0.04%	155
2023 Q3	$261K	Buy	2,817 +200	+8%	+$19.2K	0.05%	113
2023 Q2	$255K	Buy	2,617 +16	+0.6%	+$1.53K	0.05%	118
2023 Q1	$253K	Hold	2,601	–	–	0.06%	114
2022 Q4	$263K	Buy	+2,601	New	+$245K	0.06%	110

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldstein Advisors's PM Position: Q2 2026 in Review

Goldstein Advisors increased its Philip Morris (PM) stake by 15% in Q2 2026, buying an estimated $73.2K and bringing the position to 3,208 shares worth $580K. The position accounts for 0.05% of the portfolio, ranked #118.

Goldstein Advisors first reported a position in PM in Q4 2022 and has held it in 15 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Goldstein Advisors held 3,208 shares of Philip Morris worth $580K as of Q2 2026.
Goldstein Advisors bought 422 Philip Morris shares in Q2 2026, an estimated $73.2K.
Philip Morris made up 0.05% of Goldstein Advisors's portfolio in Q2 2026, its #118 holding.
Goldstein Advisors first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.