Goldstone Financial Group’s Philip Morris PM Stock Holding History

Goldstone Financial Group’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	$213K	Buy	+1,290	New	+$224K	0.02%	216

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

Goldstone Financial Group's PM Position: Q1 2026 in Review

Goldstone Financial Group opened a new position in Philip Morris (PM) in Q1 2026: 1,290 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #216 among its holdings.

2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Goldstone Financial Group held 1,290 shares of Philip Morris worth $213K as of Q1 2026.
Philip Morris was a new Goldstone Financial Group position in Q1 2026.
Philip Morris made up 0.02% of Goldstone Financial Group's portfolio in Q1 2026, its #216 holding.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.