Grant Private Wealth Management’s Philip Morris PM Stock Holding History

Grant Private 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	$644K	Buy	3,558 +409	+13%	+$70.9K	0.27%	74
2026 Q1	$521K	Buy	3,149 +375	+14%	+$65.2K	0.28%	75
2025 Q4	$445K	Buy	2,774 +377	+16%	+$58.4K	0.27%	81
2025 Q3	$389K	Buy	2,397 +188	+9%	+$31.6K	0.24%	91
2025 Q2	$402K	Buy	2,209 +65	+3%	+$11.2K	0.23%	47
2025 Q1	$340K	Buy	2,144 +278	+15%	+$39.4K	0.37%	82
2024 Q4	$225K	Buy	+1,866	New	+$235K	0.24%	103

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

Grant Private Wealth Management's PM Position: Q2 2026 in Review

Grant Private Wealth Management increased its Philip Morris (PM) stake by 13% in Q2 2026, buying an estimated $70.9K and bringing the position to 3,558 shares worth $644K. The position accounts for 0.27% of the portfolio, ranked #74.

Grant Private Wealth Management first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Grant Private Wealth Management held 3,558 shares of Philip Morris worth $644K as of Q2 2026.
Grant Private Wealth Management bought 409 Philip Morris shares in Q2 2026, an estimated $70.9K.
Philip Morris made up 0.27% of Grant Private Wealth Management's portfolio in Q2 2026, its #74 holding.
Grant Private Wealth Management first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.