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Horst & Graben Wealth Management’s Philip Morris PM Stock Holding History

Horst & Graben Wealth Management’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 		$846K Buy
4,759
+10
+0.2% +$1.73K 0.11% 101
2026
Q1 		$764K Buy
4,749
+137
+3% +$23.8K 0.1% 99
2025
Q4 		$740K Sell
4,612
-42
-0.9% -$6.51K 0.11% 96
2025
Q3 		$755K Buy
4,654
+69
+2% +$11.6K 0.12% 92
2025
Q2 		$835K Buy
4,585
+35
+0.8% +$6.01K 0.14% 81
2025
Q1 		$722K Buy
4,550
+130
+3% +$18.4K 0.13% 79
2024
Q4 		$532K Buy
4,420
+38
+0.9% +$4.79K 0.09% 93
2024
Q3 		$532K Buy
4,382
+43
+1% +$5K 0.1% 87
2024
Q2 		$440K Sell
4,339
-598
-12% -$58.5K 0.08% 89
2024
Q1 		$452K Buy
4,937
+51
+1% +$4.7K 0.09% 91
2023
Q4 		$460K Sell
4,886
-99
-2% -$9.12K 0.1% 81
2023
Q3 		$462K Buy
4,985
+50
+1% +$4.81K 0.11% 79
2023
Q2 		$482K Buy
4,935
+49
+1% +$4.68K 0.12% 73
2023
Q1 		$475K Sell
4,886
-97
-2% -$9.67K 0.12% 74
2022
Q4 		$504K Buy
4,983
+70
+1% +$6.61K 0.13% 79
2022
Q3 		$408K Buy
4,913
+64
+1% +$6.1K 0.12% 82
2022
Q2 		$479K Buy
4,849
+58
+1% +$5.91K 0.13% 80
2022
Q1 		$450K Buy
4,791
+57
+1% +$5.7K 0.11% 85
2021
Q4 		$450K Buy
4,734
+59
+1% +$5.51K 0.11% 86
2021
Q3 		$443K Buy
4,675
+40
+0.9% +$4.02K 0.12% 85
2021
Q2 		$459K Buy
4,635
+42
+0.9% +$4.03K 0.13% 83
2021
Q1 		$408K Buy
4,593
+46
+1% +$3.91K 0.13% 90
2020
Q4 		$376K Sell
4,547
-393
-8% -$30.6K 0.13% 84
2020
Q3 		$370K Sell
4,940
-430
-8% -$33.2K 0.14% 80
2020
Q2 		$376K Sell
5,370
-202
-4% -$14.7K 0.17% 68
2020
Q1 		$407K Buy
+5,572
New +$459K 0.21% 53

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

Horst & Graben Wealth Management's PM Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its Philip Morris (PM) stake by 0.21% in Q2 2026, buying an estimated $1.73K and bringing the position to 4,759 shares worth $846K. The position accounts for 0.11% of the portfolio, ranked #101.

Horst & Graben Wealth Management first reported a position in PM in Q1 2020 and has held it in 26 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Horst & Graben Wealth Management held 4,759 shares of Philip Morris worth $846K as of Q2 2026.
  • Horst & Graben Wealth Management bought 10 Philip Morris shares in Q2 2026, an estimated $1.73K.
  • Philip Morris made up 0.11% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Horst & Graben Wealth Management first reported a position in Philip Morris in Q1 2020 and has held it in 26 quarters since.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.