GWS
PM icon

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
Q2 		$153K Hold
844
– – 0.06% 168
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 $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 $3.38T AUM 44.17% 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

Greykasell Wealth Strategies's PM Position: Q2 2026 in Review

Greykasell Wealth Strategies held its Philip Morris (PM) position steady in Q2 2026 at 844 shares worth $153K. The position accounts for 0.06% of the portfolio, ranked #168.

Greykasell Wealth Strategies first reported a position in PM in Q1 2025 and has held it in 6 quarters since. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Greykasell Wealth Strategies held 844 shares of Philip Morris worth $153K as of Q2 2026.
  • Greykasell Wealth Strategies left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.06% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #168 holding.
  • Greykasell Wealth Strategies first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.