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Greykasell Wealth Strategies’s Philip Morris PM Stock Holding History

Greykasell Wealth Strategies’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
Q1 		$140K Buy
844
+54
+7% +$9.38K 0.06% 165
2025
Q4 		$127K Hold
790
– – 0.05% 171
2025
Q3 		$128K Hold
790
– – 0.05% 161
2025
Q2 		$144K Hold
790
– – 0.07% 147
2025
Q1 		$125K Buy
+790
New +$112K 0.07% 140

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greykasell Wealth Strategies's PM Position: Q1 2026 in Review

Greykasell Wealth Strategies increased its Philip Morris (PM) stake by 6.8% in Q1 2026, buying an estimated $9.38K and bringing the position to 844 shares worth $140K. The position accounts for 0.06% of the portfolio, ranked #165.

Greykasell Wealth Strategies first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $144K in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Greykasell Wealth Strategies held 844 shares of Philip Morris worth $140K as of Q1 2026.
  • Greykasell Wealth Strategies bought 54 Philip Morris shares in Q1 2026, an estimated $9.38K.
  • Philip Morris made up 0.06% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #165 holding.
  • Greykasell Wealth Strategies first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
  • Greykasell Wealth Strategies's Philip Morris position peaked at $144K in Q2 2025.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.