VVP
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Venture Visionary Partners’s Philip Morris PM Stock Holding History

Venture Visionary Partners’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
Q3 		$5.06M Buy
26,510
+91
+0.3% +$17.2K 0.13% 158
2026
Q2 		$4.78M Sell
26,419
-368
-1% -$63.8K 0.13% 155
2026
Q1 		$4.43M Buy
26,787
+555
+2% +$96.4K 0.15% 148
2025
Q4 		$4.97M Buy
26,232
+131
+0.5% +$20.3K 0.16% 128
2025
Q3 		$4.23M Sell
26,101
-1,530
-6% -$257K 0.15% 141
2025
Q2 		$5.03M Sell
27,631
-5,581
-17% -$958K 0.19% 121
2025
Q1 		$5.27M Buy
33,212
+2,912
+10% +$412K 0.22% 115
2024
Q4 		$3.65M Sell
30,300
-1,080
-3% -$136K 0.15% 146
2024
Q3 		$3.81M Sell
31,380
-6,943
-18% -$807K 0.17% 131
2024
Q2 		$3.88M Buy
38,323
+801
+2% +$78.3K 0.18% 128
2024
Q1 		$3.44M Buy
37,522
+4,024
+12% +$371K 0.16% 136
2023
Q4 		$3.15M Sell
33,498
-5,172
-13% -$476K 0.17% 138
2023
Q3 		$3.58M Buy
38,670
+1,226
+3% +$118K 0.22% 112
2023
Q2 		$3.66M Sell
37,444
-2,605
-7% -$249K 0.22% 114
2023
Q1 		$3.89M Buy
40,049
+480
+1% +$47.8K 0.25% 103
2022
Q4 		$4M Buy
39,569
+718
+2% +$67.8K 0.29% 89
2022
Q3 		$3.23M Buy
38,851
+145
+0.4% +$13.8K 0.26% 92
2022
Q2 		$3.82M Buy
38,706
+483
+1% +$49.2K 0.29% 76
2022
Q1 		$3.59M Buy
38,223
+136
+0.4% +$13.6K 0.24% 92
2021
Q4 		$3.62M Sell
38,087
-543
-1% -$50.8K 0.24% 96
2021
Q3 		$3.6M Buy
38,630
+4,367
+13% +$439K 0.26% 85
2021
Q2 		$3.39M Sell
34,263
-451
-1% -$43.3K 0.27% 85
2021
Q1 		$3.08M Buy
34,714
+16,913
+95% +$1.44M 0.26% 92
2020
Q4 		$1.47M Buy
+17,801
New +$1.39M 0.16% 110

Other funds holding PM

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Venture Visionary Partners's PM Position: Q3 2026 in Review

Venture Visionary Partners increased its Philip Morris (PM) stake by 0.34% in Q3 2026, buying an estimated $17.2K and bringing the position to 26,510 shares worth $5.06M. The position accounts for 0.13% of the portfolio, ranked #158.

Venture Visionary Partners first reported a position in PM in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.27M in Q1 2025. 160 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Venture Visionary Partners held 26,510 shares of Philip Morris worth $5.06M as of Q3 2026.
  • Venture Visionary Partners bought 91 Philip Morris shares in Q3 2026, an estimated $17.2K.
  • Philip Morris made up 0.13% of Venture Visionary Partners's portfolio in Q3 2026, its #158 holding.
  • Venture Visionary Partners first reported a position in Philip Morris in Q4 2020 and has held it in 24 quarters since.
  • Venture Visionary Partners's Philip Morris position peaked at $5.27M in Q1 2025.
  • 160 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.