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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
Q2 		$385K Sell
2,127
-13
-0.6% -$2.25K 0.3% 48
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
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
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

Graham Capital Wealth Management's PM Position: Q2 2026 in Review

Graham Capital Wealth Management reduced its Philip Morris (PM) stake by 0.61% in Q2 2026, selling an estimated $2.25K and leaving 2,127 shares worth $385K. The position accounts for 0.3% of the portfolio, ranked #48.

Graham Capital Wealth Management first reported a position in PM in Q1 2024 and has held it in 10 quarters since. The position peaked at $501K in Q2 2025. 2,928 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Graham Capital Wealth Management held 2,127 shares of Philip Morris worth $385K as of Q2 2026.
  • Graham Capital Wealth Management sold 13 Philip Morris shares in Q2 2026, an estimated $2.25K.
  • Philip Morris made up 0.3% of Graham Capital Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Graham Capital Wealth Management first reported a position in Philip Morris in Q1 2024 and has held it in 10 quarters since.
  • Graham Capital Wealth Management's Philip Morris position peaked at $501K in Q2 2025.
  • 2,928 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Graham Capital Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.