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Grey Fox Wealth Advisors’s Philip Morris PM Stock Holding History

Grey Fox 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 		$286K Buy
+1,568
New +$272K 0.04% 138
2025
Q4 		– Sell
-500
Closed -$81K – 479
2025
Q3 		$81K Buy
+500
New +$84.1K 0.02% 210
2023
Q2 		– Sell
-698
Closed -$68.7K – 407
2023
Q1 		$68.7K Buy
698
+22
+3% +$2.19K 0.04% 164
2022
Q4 		$68.4K Buy
+676
New +$63.8K 0.05% 148

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

Grey Fox Wealth Advisors's PM Position: Q2 2026 in Review

Grey Fox Wealth Advisors opened a new position in Philip Morris (PM) in Q2 2026: 1,568 shares worth $286K. The stake represents 0.04% of the portfolio and ranks #138 among its holdings. This is a return to the name: Grey Fox Wealth Advisors previously reported a position in PM as recently as Q3 2025.

Grey Fox Wealth Advisors first reported a position in PM in Q4 2022 and has held it in 4 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Grey Fox Wealth Advisors held 1,568 shares of Philip Morris worth $286K as of Q2 2026.
  • Philip Morris was a new Grey Fox Wealth Advisors position in Q2 2026.
  • Philip Morris made up 0.04% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #138 holding.
  • Grey Fox Wealth Advisors first reported a position in Philip Morris in Q4 2022 and has held it in 4 quarters since.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.