Greenwich Wealth Management’s Philip Morris PM Stock Holding History

Greenwich 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	$337K	Sell	1,865 -31	-2%	-$5.38K	0.01%	232
2026 Q1	$313K	Buy	1,896 +31	+2%	+$5.39K	0.01%	237
2025 Q4	$299K	Buy	1,865 +18	+1%	+$2.79K	0.01%	237
2025 Q3	$300K	Buy	+1,847	New	+$311K	0.02%	230
2018 Q2	–	Sell	-2,944	Closed	-$293K	–	184
2018 Q1	$293K	Buy	2,944 +58	+2%	+$6.04K	0.05%	143
2017 Q4	$305K	Sell	2,886 -14	-0.5%	-$1.49K	0.05%	145
2017 Q3	$322K	Buy	2,900 +14	+0.5%	+$1.63K	0.06%	139
2017 Q2	$339K	Sell	2,886 -13	-0.4%	-$1.51K	0.06%	133
2017 Q1	$327K	Buy	+2,899	New	+$299K	0.04%	131
2016 Q3	–	Sell	-2,225	Closed	-$226K	–	216
2016 Q2	$226K	Buy	2,225 +25	+1%	+$2.49K	0.05%	170
2016 Q1	$216K	Sell	2,200 -1,700	-44%	-$156K	0.06%	170
2015 Q4	$343K	Buy	+3,900	New	+$339K	0.08%	117

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

Greenwich Wealth Management's PM Position: Q2 2026 in Review

Greenwich Wealth Management reduced its Philip Morris (PM) stake by 1.6% in Q2 2026, selling an estimated $5.38K and leaving 1,865 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #232.

Greenwich Wealth Management first reported a position in PM in Q4 2015 and has held it in 12 quarters since. The position peaked at $343K in Q4 2015. 2,932 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Greenwich Wealth Management held 1,865 shares of Philip Morris worth $337K as of Q2 2026.
Greenwich Wealth Management sold 31 Philip Morris shares in Q2 2026, an estimated $5.38K.
Philip Morris made up 0.01% of Greenwich Wealth Management's portfolio in Q2 2026, its #232 holding.
Greenwich Wealth Management first reported a position in Philip Morris in Q4 2015 and has held it in 12 quarters since.
Greenwich Wealth Management's Philip Morris position peaked at $343K in Q4 2015.
2,932 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.