Vanguard Personalized Indexing Management’s Philip Morris PM Stock Holding History

Vanguard Personalized Indexing 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	$39.2M	Buy	216,839 +6,682	+3%	+$1.16M	0.32%	52
2026 Q1	$34.7M	Buy	210,157 +16,008	+8%	+$2.78M	0.34%	43
2025 Q4	$31.1M	Sell	194,149 -2,329	-1%	-$361K	0.3%	49
2025 Q3	$31.9M	Sell	196,478 -7,072	-3%	-$1.19M	0.33%	39
2025 Q2	$37.1M	Buy	203,550 +44,473	+28%	+$7.64M	0.42%	29
2025 Q1	$25.3M	Buy	159,077 +22,947	+17%	+$3.25M	0.37%	34
2024 Q4	$16.4M	Buy	136,130 +11,786	+9%	+$1.49M	0.25%	61
2024 Q3	$15.1M	Buy	124,344 +18,683	+18%	+$2.17M	0.24%	62
2024 Q2	$10.5M	Buy	105,661 +21,679	+26%	+$2.12M	0.2%	82
2024 Q1	$7.69M	Buy	83,982 +17,157	+26%	+$1.58M	0.17%	104
2023 Q4	$6.29M	Sell	66,825 -5,848	-8%	-$539K	0.16%	103
2023 Q3	$6.73M	Buy	72,673 +6,172	+9%	+$594K	0.2%	80
2023 Q2	$6.49M	Buy	66,501 +3,937	+6%	+$376K	0.2%	85
2023 Q1	$6.08M	Buy	62,564 +4,469	+8%	+$445K	0.21%	84
2022 Q4	$5.88M	Buy	58,095 +1,000	+2%	+$94.4K	0.24%	68
2022 Q3	$4.74M	Buy	57,095 +2,312	+4%	+$220K	0.21%	75
2022 Q2	$5.41M	Buy	54,783 +13,623	+33%	+$1.39M	0.25%	67
2022 Q1	$3.87M	Buy	41,160 +10,756	+35%	+$1.08M	0.19%	85
2021 Q4	$2.89M	Sell	30,404 -1,227	-4%	-$115K	0.17%	106
2021 Q3	$3M	Buy	31,631 +4,671	+17%	+$470K	0.27%	62
2021 Q2	$2.67M	Buy	26,960 +14,396	+115%	+$1.38M	0.28%	61
2021 Q1	$1.11M	Buy	12,564 +5,138	+69%	+$436K	0.17%	128
2020 Q4	$615K	Buy	7,426 +1,021	+16%	+$79.5K	0.13%	176
2020 Q3	$480K	Buy	6,405 +1,416	+28%	+$109K	0.13%	181
2020 Q2	$350K	Buy	4,989 +732	+17%	+$53.4K	0.16%	161
2020 Q1	$311K	Buy	+4,257	New	+$350K	0.18%	155

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Personalized Indexing Management's PM Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Philip Morris (PM) stake by 3.2% in Q2 2026, buying an estimated $1.16M and bringing the position to 216,839 shares worth $39.2M. The position accounts for 0.32% of the portfolio, ranked #52.

Vanguard Personalized Indexing 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.

Vanguard Personalized Indexing Management held 216,839 shares of Philip Morris worth $39.2M as of Q2 2026.
Vanguard Personalized Indexing Management bought 6,682 Philip Morris shares in Q2 2026, an estimated $1.16M.
Philip Morris made up 0.32% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #52 holding.
Vanguard Personalized Indexing 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 Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.