Vanguard Capital Wealth Advisors’s Philip Morris PM Stock Holding History

Vanguard Capital Wealth Advisors’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	$615K	Buy	3,401 +7	+0.2%	+$1.21K	0.42%	49
2026 Q1	$561K	Sell	3,394 -93	-3%	-$16.2K	0.52%	41
2025 Q4	$559K	Buy	3,487 +7	+0.2%	+$1.08K	0.45%	45
2025 Q3	$565K	Buy	3,480 +5	+0.1%	+$841	0.45%	52
2025 Q2	$633K	Buy	3,475 +7	+0.2%	+$1.2K	0.63%	37
2025 Q1	$551K	Buy	3,468 +2	+0.1%	+$283	0.67%	34
2024 Q4	$417K	Buy	3,466 +9	+0.3%	+$1.14K	0.45%	50
2024 Q3	$420K	Sell	3,457 -1,856	-35%	-$216K	0.44%	55
2024 Q2	$538K	Sell	5,313 -259	-5%	-$25.3K	0.36%	58
2024 Q1	$511K	Buy	5,572 +13	+0.2%	+$1.2K	0.36%	63
2023 Q4	$523K	Sell	5,559 -398	-7%	-$36.7K	0.42%	54
2023 Q3	$551K	Buy	5,957 +36	+0.6%	+$3.46K	0.51%	48
2023 Q2	$578K	Buy	5,921 +35	+0.6%	+$3.34K	0.52%	44
2023 Q1	$572K	Sell	5,886 -3	-0.1%	-$299	0.57%	44
2022 Q4	$596K	Sell	5,889 -58	-1%	-$5.47K	0.69%	40
2022 Q3	$493K	Sell	5,947 -83	-1%	-$7.92K	0.6%	48
2022 Q2	$595K	Sell	6,030 -521	-8%	-$53.1K	0.67%	37
2022 Q1	$615K	Sell	6,551 -286	-4%	-$28.6K	0.44%	56
2021 Q4	$649K	Buy	6,837 +29	+0.4%	+$2.71K	0.47%	56
2021 Q3	$645	Sell	6,808 -85	-1%	-$8.55K	0.43%	57
2021 Q2	$683K	Sell	6,893 -16	-0.2%	-$1.53K	0.52%	54
2021 Q1	$610K	Sell	6,909 -250	-3%	-$21.2K	0.52%	47
2020 Q4	$583K	Buy	+7,159	New	+$557K	0.54%	48
2020 Q2	$645K	Buy	+1,651	New	+$120K	0.75%	36
2019 Q4	$1.05M	Sell	12,383 -6,415	-34%	-$529K	1.1%	23
2019 Q3	$1.43M	Buy	18,798 +11,345	+152%	+$899K	1.66%	15
2019 Q2	$585K	Buy	7,453 +23	+0.3%	+$1.9K	0.71%	48
2019 Q1	$656K	Sell	7,430 -66	-0.9%	-$5.32K	0.82%	38
2018 Q4	$500K	Sell	7,496 -1,383	-16%	-$116K	0.74%	45
2018 Q3	$723K	Buy	8,879 +340	+4%	+$27.9K	0.83%	31
2018 Q2	$850K	Sell	8,539 -3,438	-29%	-$292K	1.13%	25
2018 Q1	$1.2M	Sell	11,977 -1,981	-14%	-$206K	1.57%	18
2017 Q4	$1.47M	Buy	+13,958	New	+$1.49M	1.85%	14

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Vanguard Capital Wealth Advisors's PM Position: Q2 2026 in Review

Vanguard Capital Wealth Advisors increased its Philip Morris (PM) stake by 0.21% in Q2 2026, buying an estimated $1.21K and bringing the position to 3,401 shares worth $615K. The position accounts for 0.42% of the portfolio, ranked #49.

Vanguard Capital Wealth Advisors first reported a position in PM in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.47M in Q4 2017. 947 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Vanguard Capital Wealth Advisors held 3,401 shares of Philip Morris worth $615K as of Q2 2026.
Vanguard Capital Wealth Advisors bought 7 Philip Morris shares in Q2 2026, an estimated $1.21K.
Philip Morris made up 0.42% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Vanguard Capital Wealth Advisors first reported a position in Philip Morris in Q4 2017 and has held it in 33 quarters since.
Vanguard Capital Wealth Advisors's Philip Morris position peaked at $1.47M in Q4 2017.
947 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.