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VCI Wealth Management’s Philip Morris PM Stock Holding History

VCI 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 		– Sell
-10,172
Closed -$1.68M – 128
2026
Q1 		$1.68M Sell
10,172
-1,101
-10% -$191K 0.47% 45
2025
Q4 		$1.81M Buy
11,273
+2,295
+26% +$356K 0.5% 51
2025
Q3 		$1.46M Buy
8,978
+1,236
+16% +$208K 0.44% 50
2025
Q2 		$1.41M Buy
7,742
+668
+9% +$115K 0.49% 54
2025
Q1 		$1.12M Buy
+7,074
New +$1M 0.47% 61

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

VCI Wealth Management's PM Position: Q2 2026 in Review

VCI Wealth Management sold out of Philip Morris (PM) in Q2 2026, closing a stake of 10,172 shares — an estimated $1.68M sold.

VCI Wealth Management first reported a position in PM in Q1 2025 and held it in 5 quarters. The position peaked at $1.81M in Q4 2025. 2,932 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • VCI Wealth Management reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • VCI Wealth Management sold 10,172 Philip Morris shares in Q2 2026, an estimated $1.68M.
  • VCI Wealth Management first reported a position in Philip Morris in Q1 2025 and held it in 5 quarters.
  • VCI Wealth Management's Philip Morris position peaked at $1.81M in Q4 2025.
  • 2,932 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.