Vantage Financial Partners (Wisconsin)’s Philip Morris PM Stock Holding History

Vantage Financial Partners (Wisconsin)’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 Q4	$248K	Sell	1,544 -26	-2%	-$4.03K	0.05%	182
2025 Q3	$255K	Buy	1,570 +2	+0.1%	+$336	0.05%	181
2025 Q2	$286K	Buy	1,568 +3	+0.2%	+$515	0.07%	157
2025 Q1	$248K	Buy	+1,565	New	+$222K	0.06%	161
2024 Q4	–	Sell	-1,857	Closed	-$225K	–	200
2024 Q3	$225K	Buy	+1,857	New	+$216K	0.06%	166
2023 Q3	–	Sell	-2,915	Closed	-$285K	–	97
2023 Q2	$285K	Buy	+2,915	New	+$279K	0.11%	63

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s PM Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its Philip Morris (PM) stake by 1.7% in Q4 2025, selling an estimated $4.03K and leaving 1,544 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #182.

Vantage Financial Partners (Wisconsin) first reported a position in PM in Q2 2023 and has held it in 6 quarters since. The position peaked at $286K in Q2 2025. 2,806 funds tracked by Wall St. Rank hold PM as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 1,544 shares of Philip Morris worth $248K as of Q4 2025.
Vantage Financial Partners (Wisconsin) sold 26 Philip Morris shares in Q4 2025, an estimated $4.03K.
Philip Morris made up 0.05% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #182 holding.
Vantage Financial Partners (Wisconsin) first reported a position in Philip Morris in Q2 2023 and has held it in 6 quarters since.
Vantage Financial Partners (Wisconsin)'s Philip Morris position peaked at $286K in Q2 2025.
2,806 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.