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Gross & Hartman Investments’s Philip Morris PM Stock Holding History

Gross & Hartman Investments’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 		$257K Hold
1,421
– – 0.11% 67
2026
Q1 		$235K Sell
1,421
-112
-7% -$19.5K 0.12% 65
2025
Q4 		$246K Buy
+1,533
New +$238K 0.14% 63

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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Gross & Hartman Investments's PM Position: Q2 2026 in Review

Gross & Hartman Investments held its Philip Morris (PM) position steady in Q2 2026 at 1,421 shares worth $257K. The position accounts for 0.11% of the portfolio, ranked #67.

Gross & Hartman Investments first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 2,809 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Gross & Hartman Investments held 1,421 shares of Philip Morris worth $257K as of Q2 2026.
  • Gross & Hartman Investments left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.11% of Gross & Hartman Investments's portfolio in Q2 2026, its #67 holding.
  • Gross & Hartman Investments first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 2,809 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.