Graham Capital Wealth Management’s Philip Morris PM Stock Holding History

Graham Capital 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 Q1	$354K	Sell	2,140 -200	-9%	-$34.8K	0.31%	43
2025 Q4	$375K	Sell	2,340 -367	-14%	-$56.9K	0.34%	48
2025 Q3	$439K	Sell	2,707 -43	-2%	-$7.24K	0.45%	50
2025 Q2	$501K	Sell	2,750 -30	-1%	-$5.15K	0.56%	43
2025 Q1	$441K	Sell	2,780 -155	-5%	-$22K	0.47%	41
2024 Q4	$353K	Sell	2,935 -89	-3%	-$11.2K	0.3%	51
2024 Q3	$367K	Sell	3,024 -44	-1%	-$5.11K	0.38%	40
2024 Q2	$311K	Buy	3,068 +707	+30%	+$69.1K	0.42%	32
2024 Q1	$216K	Buy	+2,361	New	+$218K	0.37%	37

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

Graham Capital Wealth Management's PM Position: Q1 2026 in Review

Graham Capital Wealth Management reduced its Philip Morris (PM) stake by 8.5% in Q1 2026, selling an estimated $34.8K and leaving 2,140 shares worth $354K. The position accounts for 0.31% of the portfolio, ranked #43.

Graham Capital Wealth Management first reported a position in PM in Q1 2024 and has held it in 9 quarters since. The position peaked at $501K in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Graham Capital Wealth Management held 2,140 shares of Philip Morris worth $354K as of Q1 2026.
Graham Capital Wealth Management sold 200 Philip Morris shares in Q1 2026, an estimated $34.8K.
Philip Morris made up 0.31% of Graham Capital Wealth Management's portfolio in Q1 2026, its #43 holding.
Graham Capital Wealth Management first reported a position in Philip Morris in Q1 2024 and has held it in 9 quarters since.
Graham Capital Wealth Management's Philip Morris position peaked at $501K in Q2 2025.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Graham Capital Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.