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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

VCI Wealth Management's PM Position: Q1 2026 in Review

VCI Wealth Management reduced its Philip Morris (PM) stake by 9.8% in Q1 2026, selling an estimated $191K and leaving 10,172 shares worth $1.68M. The position accounts for 0.47% of the portfolio, ranked #45.

VCI Wealth Management first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.81M in Q4 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

VCI Wealth Management held 10,172 shares of Philip Morris worth $1.68M as of Q1 2026.
VCI Wealth Management sold 1,101 Philip Morris shares in Q1 2026, an estimated $191K.
Philip Morris made up 0.47% of VCI Wealth Management's portfolio in Q1 2026, its #45 holding.
VCI Wealth Management first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
VCI Wealth Management's Philip Morris position peaked at $1.81M in Q4 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on VCI Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.