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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
Q2 		$275K Buy
1,520
+230
+18% +$39.9K 0.03% 212
2026
Q1 		$213K Buy
+1,290
New +$224K 0.02% 216

Other funds holding PM

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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

Goldstone Financial Group's PM Position: Q2 2026 in Review

Goldstone Financial Group increased its Philip Morris (PM) stake by 18% in Q2 2026, buying an estimated $39.9K and bringing the position to 1,520 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #212.

Goldstone Financial Group first reported a position in PM in Q1 2026 and has held it in 2 quarters since. 2,934 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Goldstone Financial Group held 1,520 shares of Philip Morris worth $275K as of Q2 2026.
  • Goldstone Financial Group bought 230 Philip Morris shares in Q2 2026, an estimated $39.9K.
  • Philip Morris made up 0.03% of Goldstone Financial Group's portfolio in Q2 2026, its #212 holding.
  • Goldstone Financial Group first reported a position in Philip Morris in Q1 2026 and has held it in 2 quarters since.
  • 2,934 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.