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GPS Wealth Strategies Group’s Philip Morris PM Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		$9.62K Sell
60
-3,167
-98% -$491K 0.01% 389
2025
Q3 		$523K Hold
3,227
– – 0.06% 187
2025
Q2 		$588K Sell
3,227
-18
-0.6% -$3.09K 0.07% 165
2025
Q1 		$515K Sell
3,245
-117
-3% -$16.6K 0.07% 165
2024
Q4 		$405K Sell
3,362
-1,768
-34% -$223K 0.05% 200
2024
Q3 		$623K Sell
5,130
-315
-6% -$36.6K 0.08% 155
2024
Q2 		$552K Buy
5,445
+133
+3% +$13K 0.08% 147
2024
Q1 		$487K Sell
5,312
-190
-3% -$17.5K 0.08% 157
2023
Q4 		$518K Sell
5,502
-158
-3% -$14.6K 0.09% 141
2023
Q3 		$524K Sell
5,660
-390
-6% -$37.5K 0.1% 140
2023
Q2 		$591K Sell
6,050
-76
-1% -$7.26K 0.11% 135
2023
Q1 		$596K Buy
+6,126
New +$610K 0.12% 129
2022
Q4 		– Sell
-5,965
Closed -$495K – 821
2022
Q3 		$495K Buy
5,965
+3
+0.1% +$286 0.13% 122
2022
Q2 		$589K Sell
5,962
-237
-4% -$24.2K 0.15% 116
2022
Q1 		$582K Buy
6,199
+43
+0.7% +$4.3K 0.13% 105
2021
Q4 		$585K Buy
6,156
+455
+8% +$42.5K 0.13% 105
2021
Q3 		$540K Buy
5,701
+2
+0% +$201 0.13% 101
2021
Q2 		$565K Sell
5,699
-246
-4% -$23.6K 0.14% 94
2021
Q1 		$527K Sell
5,945
-8
-0.1% -$679 0.16% 91
2020
Q4 		$493K Buy
+5,953
New +$463K 0.17% 84

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GPS Wealth Strategies Group's PM Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Philip Morris (PM) stake by 98% in Q4 2025, selling an estimated $491K and leaving 60 shares worth $9.62K. The position accounts for 0.01% of the portfolio, ranked #389.

GPS Wealth Strategies Group first reported a position in PM in Q4 2020 and has held it in 20 quarters since. The position peaked at $623K in Q3 2024. 2,812 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • GPS Wealth Strategies Group held 60 shares of Philip Morris worth $9.62K as of Q4 2025.
  • GPS Wealth Strategies Group sold 3,167 Philip Morris shares in Q4 2025, an estimated $491K.
  • Philip Morris made up 0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #389 holding.
  • GPS Wealth Strategies Group first reported a position in Philip Morris in Q4 2020 and has held it in 20 quarters since.
  • GPS Wealth Strategies Group's Philip Morris position peaked at $623K in Q3 2024.
  • 2,812 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.