Granite Bay Wealth Management’s Philip Morris PM Stock Holding History

Granite Bay 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	$646K	Buy	3,568 +2,045	+134%	+$355K	0.06%	101
2026 Q1	$252K	Sell	1,523 -205	-12%	-$35.6K	0.05%	80
2025 Q4	$277K	Buy	1,728 +228	+15%	+$35.3K	0.07%	74
2025 Q3	$243K	Hold	1,500	–	–	0.06%	70
2025 Q2	$273K	Hold	1,500	–	–	0.09%	61
2025 Q1	$238K	Buy	+1,500	New	+$212K	0.08%	67
2024 Q3	–	Sell	-2,000	Closed	-$203K	–	66
2024 Q2	$203K	Buy	+2,000	New	+$196K	0.11%	66
2024 Q1	–	Sell	-128,583	Closed	-$11.8M	–	232
2023 Q4	$11.8M	Sell	128,583 -3	-0%	-$276	0.11%	73
2023 Q3	$12.4M	Buy	+128,586	New	+$12.4M	0.12%	74
2023 Q1	–	Sell	-2,041	Closed	-$207K	–	77
2022 Q4	$207K	Buy	+2,041	New	+$193K	0.14%	65

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Granite Bay Wealth Management's PM Position: Q2 2026 in Review

Granite Bay Wealth Management increased its Philip Morris (PM) stake by 134% in Q2 2026, buying an estimated $355K and bringing the position to 3,568 shares worth $646K. The position accounts for 0.06% of the portfolio, ranked #101.

Granite Bay Wealth Management first reported a position in PM in Q4 2022 and has held it in 10 quarters since. The position peaked at $12.4M in Q3 2023. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Granite Bay Wealth Management held 3,568 shares of Philip Morris worth $646K as of Q2 2026.
Granite Bay Wealth Management bought 2,045 Philip Morris shares in Q2 2026, an estimated $355K.
Philip Morris made up 0.06% of Granite Bay Wealth Management's portfolio in Q2 2026, its #101 holding.
Granite Bay Wealth Management first reported a position in Philip Morris in Q4 2022 and has held it in 10 quarters since.
Granite Bay Wealth Management's Philip Morris position peaked at $12.4M in Q3 2023.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.