VVP
PM icon

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
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

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

Venture Visionary Partners's PM Position: Q2 2026 in Review

Venture Visionary Partners reduced its Philip Morris (PM) stake by 1.4% in Q2 2026, selling an estimated $63.8K and leaving 26,419 shares worth $4.78M. The position accounts for 0.13% of the portfolio, ranked #155.

Venture Visionary Partners first reported a position in PM in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.27M in Q1 2025. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Venture Visionary Partners held 26,419 shares of Philip Morris worth $4.78M as of Q2 2026.
  • Venture Visionary Partners sold 368 Philip Morris shares in Q2 2026, an estimated $63.8K.
  • Philip Morris made up 0.13% of Venture Visionary Partners's portfolio in Q2 2026, its #155 holding.
  • Venture Visionary Partners first reported a position in Philip Morris in Q4 2020 and has held it in 23 quarters since.
  • Venture Visionary Partners's Philip Morris position peaked at $5.27M in Q1 2025.
  • 2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.