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VeraBank’s Philip Morris PM Stock Holding History

VeraBank’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 		$1.3M Sell
7,178
-144
-2% -$25K 0.21% 72
2026
Q1 		$1.21M Sell
7,322
-617
-8% -$107K 0.22% 73
2025
Q4 		$1.27M Hold
7,939
– – 0.23% 69
2025
Q3 		$1.29M Hold
7,939
– – 0.24% 69
2025
Q2 		$1.45M Buy
7,939
+1,809
+30% +$311K 0.29% 61
2025
Q1 		$973K Buy
6,130
+7
+0.1% +$992 0.27% 65
2024
Q4 		$737K Sell
6,123
-261
-4% -$32.9K 0.21% 80
2024
Q3 		$775K Buy
6,384
+200
+3% +$23.2K 0.23% 78
2024
Q2 		$627K Hold
6,184
– – 0.19% 87
2024
Q1 		$567K Sell
6,184
-56
-0.9% -$5.16K 0.18% 90
2023
Q4 		$587K Buy
6,240
+260
+4% +$24K 0.2% 86
2023
Q3 		$554K Hold
5,980
– – 0.21% 83
2023
Q2 		$584K Sell
5,980
-62
-1% -$5.92K 0.22% 82
2023
Q1 		$588K Sell
6,042
-350
-5% -$34.9K 0.27% 79
2022
Q4 		$647K Sell
6,392
-2
-0% -$189 0.32% 71
2022
Q3 		$531K Hold
6,394
– – 0.33% 68
2022
Q2 		$632K Buy
6,394
+62
+1% +$6.32K 0.37% 67
2022
Q1 		$595K Sell
6,332
-125
-2% -$12.5K 0.31% 73
2021
Q4 		$613K Hold
6,457
– – 0.31% 73
2021
Q3 		$612K Hold
6,457
– – 0.35% 71
2021
Q2 		$640K Buy
6,457
+68
+1% +$6.52K 0.38% 63
2021
Q1 		$567K Buy
6,389
+100
+2% +$8.49K 0.37% 64
2020
Q4 		$521K Sell
6,289
-183
-3% -$14.2K 0.37% 63
2020
Q3 		$485K Hold
6,472
– – 0.37% 64
2020
Q2 		$453K Buy
6,472
+100
+2% +$7.29K 0.37% 66
2020
Q1 		$465K Hold
6,372
– – 0.45% 57
2019
Q4 		$542K Hold
6,372
– – 0.44% 58
2019
Q3 		$484K Hold
6,372
– – 0.44% 61
2019
Q2 		$500K Hold
6,372
– – 0.47% 57
2019
Q1 		$563K Sell
6,372
-75
-1% -$6.04K 0.54% 50
2018
Q4 		$431K Buy
+6,447
New +$538K 0.46% 57

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

VeraBank's PM Position: Q2 2026 in Review

VeraBank reduced its Philip Morris (PM) stake by 2% in Q2 2026, selling an estimated $25K and leaving 7,178 shares worth $1.3M. The position accounts for 0.21% of the portfolio, ranked #72.

VeraBank first reported a position in PM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.45M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • VeraBank held 7,178 shares of Philip Morris worth $1.3M as of Q2 2026.
  • VeraBank sold 144 Philip Morris shares in Q2 2026, an estimated $25K.
  • Philip Morris made up 0.21% of VeraBank's portfolio in Q2 2026, its #72 holding.
  • VeraBank first reported a position in Philip Morris in Q4 2018 and has held it in 31 quarters since.
  • VeraBank's Philip Morris position peaked at $1.45M in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on VeraBank's 13F filing for Q2 2026, filed 6 Aug 2026.