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Oliver Lagore Vanvalin Investment Group’s Philip Morris PM Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025
Q2 		$179K Buy
+1,125
New +$193K 0.07% 141
2024
Q4 		$135K Hold
1,125
– – 0.03% 148
2024
Q3 		$137K Hold
1,125
– – 0.04% 148
2024
Q2 		$114K Hold
1,125
– – 0.03% 158
2024
Q1 		$103K Hold
1,125
– – 0.03% 172
2023
Q4 		$106K Hold
1,125
– – 0.04% 145
2023
Q3 		$104K Buy
1,125
+203
+22% +$19.5K 0.04% 162
2023
Q2 		$90K Buy
922
+29
+3% +$2.77K 0.03% 181
2023
Q1 		$86.8K Hold
893
– – 0.04% 140
2022
Q4 		$90.4K Hold
893
– – 0.05% 130
2022
Q3 		$74K Buy
893
+543
+155% +$51.8K 0.05% 139
2022
Q2 		$35K Hold
350
– – 0.02% 211
2022
Q1 		$33K Buy
+350
New +$35K 0.02% 206

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's PM Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Philip Morris (PM) in Q2 2025: 1,125 shares worth $179K. The stake represents 0.07% of the portfolio and ranks #141 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in PM as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in PM in Q1 2022 and has held it in 13 quarters since. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 1,125 shares of Philip Morris worth $179K as of Q2 2025.
  • Philip Morris was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Philip Morris made up 0.07% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #141 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Philip Morris in Q1 2022 and has held it in 13 quarters since.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.