GSB Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $212K | Buy |
1,281
+19
| +2% | +$3.3K | 0.05% | 213 |
|
|
2025
Q4 | $202K | Buy |
1,262
+23
| +2% | +$3.56K | 0.05% | 212 |
|
|
2025
Q3 | $201K | Sell |
1,239
-14
| -1% | -$2.35K | 0.05% | 219 |
|
|
2025
Q2 | $228K | Sell |
1,253
-673
| -35% | -$116K | 0.06% | 214 |
|
|
2025
Q1 | $306K | Sell |
1,926
-586
| -23% | -$83K | 0.08% | 166 |
|
|
2024
Q4 | $302K | Buy |
2,512
+17
| +0.7% | +$2.15K | 0.08% | 176 |
|
|
2024
Q3 | $303K | Buy |
2,495
+3
| +0.1% | +$349 | 0.08% | 179 |
|
|
2024
Q2 | $253K | Buy |
2,492
+3
| +0.1% | +$293 | 0.07% | 194 |
|
|
2024
Q1 | $228K | Buy |
2,489
+2
| +0.1% | +$184 | 0.06% | 200 |
|
|
2023
Q4 | $234K | Sell |
2,487
-797
| -24% | -$73.4K | 0.07% | 190 |
|
|
2023
Q3 | $304K | Sell |
3,284
-2,797
| -46% | -$269K | 0.1% | 157 |
|
|
2023
Q2 | $594K | Sell |
6,081
-248
| -4% | -$23.7K | 0.19% | 124 |
|
|
2023
Q1 | $615K | Sell |
6,329
-747
| -11% | -$74.4K | 0.2% | 131 |
|
|
2022
Q4 | $716K | Sell |
7,076
-7,248
| -51% | -$684K | 0.26% | 116 |
|
|
2022
Q3 | $1.19M | Buy |
14,324
+3
| +0% | +$286 | 0.43% | 86 |
|
|
2022
Q2 | $1.41M | Sell |
14,321
-798
| -5% | -$81.4K | 0.48% | 78 |
|
|
2022
Q1 | $1.42M | Buy |
15,119
+3
| +0% | +$300 | 0.41% | 86 |
|
|
2021
Q4 | $1.44M | Buy |
15,116
+616
| +4% | +$57.6K | 0.41% | 86 |
|
|
2021
Q3 | $1.37M | Sell |
14,500
-730
| -5% | -$73.4K | 0.71% | 46 |
|
|
2021
Q2 | $1.51M | Buy |
15,230
+5,302
| +53% | +$509K | 0.47% | 71 |
|
|
2021
Q1 | $881K | Buy |
9,928
+7,428
| +297% | +$631K | 0.29% | 106 |
|
|
2020
Q4 | $207K | Buy |
+2,500
| New | +$195K | 0.93% | 46 |
|
|
2020
Q1 | – | Sell |
-2,500
| Closed | -$213K | – | 59 |
|
|
2019
Q4 | $213K | Buy |
+2,500
| New | +$206K | 0.88% | 50 |
|
|
2019
Q2 | – | Sell |
-2,500
| Closed | -$221K | – | 57 |
|
|
2019
Q1 | $221K | Buy |
+2,500
| New | +$201K | 0.95% | 45 |
|
|
2018
Q4 | – | Sell |
-2,500
| Closed | -$204K | – | 54 |
|
|
2018
Q3 | $204K | Hold |
2,500
| – | – | 0.84% | 53 |
|
|
2018
Q2 | $202K | Hold |
2,500
| – | – | 0.96% | 46 |
|
|
2018
Q1 | $249K | Hold |
2,500
| – | – | 1.2% | 39 |
|
|
2017
Q4 | $264K | Hold |
2,500
| – | – | 1.19% | 38 |
|
|
2017
Q3 | $278K | Hold |
2,500
| – | – | 1.31% | 37 |
|
|
2017
Q2 | $294K | Hold |
2,500
| – | – | 1.33% | 35 |
|
|
2017
Q1 | $282K | Hold |
2,500
| – | – | 1.2% | 44 |
|
|
2016
Q4 | $229K | Buy |
+2,500
| New | +$232K | 0.9% | 59 |
|
Other funds holding PM
VCM
GSB Wealth Management's PM Position: Q1 2026 in Review
GSB Wealth Management increased its Philip Morris (PM) stake by 1.5% in Q1 2026, buying an estimated $3.3K and bringing the position to 1,281 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #213.
GSB Wealth Management first reported a position in PM in Q4 2016 and has held it in 32 quarters since. The position peaked at $1.51M in Q2 2021. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- GSB Wealth Management held 1,281 shares of Philip Morris worth $212K as of Q1 2026.
- GSB Wealth Management bought 19 Philip Morris shares in Q1 2026, an estimated $3.3K.
- Philip Morris made up 0.05% of GSB Wealth Management's portfolio in Q1 2026, its #213 holding.
- GSB Wealth Management first reported a position in Philip Morris in Q4 2016 and has held it in 32 quarters since.
- GSB Wealth Management's Philip Morris position peaked at $1.51M in Q2 2021.
- 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.