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Gratus Wealth Advisors’s Philip Morris PM Stock Holding History

Gratus Wealth Advisors’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 		$392K Hold
2,165
– – 0.05% 103
2026
Q1 		$358K Hold
2,165
– – 0.05% 106
2025
Q4 		$347K Sell
2,165
-383
-15% -$59.3K 0.05% 108
2025
Q3 		$413K Sell
2,548
-80
-3% -$13.5K 0.06% 101
2025
Q2 		$479K Hold
2,628
– – 0.07% 93
2025
Q1 		$417K Hold
2,628
– – 0.07% 98
2024
Q4 		$316K Buy
2,628
+80
+3% +$10.1K 0.05% 107
2024
Q3 		$303K Hold
2,548
– – 0.05% 110
2024
Q2 		$273K Sell
2,548
-807
-24% -$78.9K 0.05% 118
2024
Q1 		$306K Sell
3,355
-50
-1% -$4.61K 0.06% 109
2023
Q4 		$320K Buy
+3,405
New +$314K 0.06% 111

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Gratus Wealth Advisors's PM Position: Q2 2026 in Review

Gratus Wealth Advisors held its Philip Morris (PM) position steady in Q2 2026 at 2,165 shares worth $392K. The position accounts for 0.05% of the portfolio, ranked #103.

Gratus Wealth Advisors first reported a position in PM in Q4 2023 and has held it in 11 quarters since. The position peaked at $479K in Q2 2025. 1,310 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Gratus Wealth Advisors held 2,165 shares of Philip Morris worth $392K as of Q2 2026.
  • Gratus Wealth Advisors left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.05% of Gratus Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • Gratus Wealth Advisors first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
  • Gratus Wealth Advisors's Philip Morris position peaked at $479K in Q2 2025.
  • 1,310 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.