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Veritas Asset Management’s Philip Morris PM Stock Holding History

Veritas Asset 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 		$11.1M Hold
67,036
– – 0.19% 18
2025
Q4 		$10.8M Hold
67,036
– – 0.11% 20
2025
Q3 		$10.9M Sell
67,036
-5,347
-7% -$900K 0.12% 21
2025
Q2 		$13.2M Sell
72,383
-14,401
-17% -$2.47M 0.13% 21
2025
Q1 		$13.8M Sell
86,784
-14,761
-15% -$2.09M 0.14% 21
2024
Q4 		$12.2M Hold
101,545
– – 0.11% 22
2024
Q3 		$12.3M Sell
101,545
-11,813
-10% -$1.37M 0.09% 23
2024
Q2 		$11.5M Hold
113,358
– – 0.09% 23
2024
Q1 		$10.4M Hold
113,358
– – 0.08% 24
2023
Q4 		$10.7M Hold
113,358
– – 0.08% 27
2023
Q3 		$10.5M Hold
113,358
– – 0.08% 28
2023
Q2 		$11.1M Hold
113,358
– – 0.08% 30
2023
Q1 		$11M Sell
113,358
-20,273
-15% -$2.02M 0.08% 26
2022
Q4 		$13.5M Sell
133,631
-60,846
-31% -$5.74M 0.11% 22
2022
Q3 		$16.1M Sell
194,477
-17,956
-8% -$1.71M 0.13% 21
2022
Q2 		$21M Sell
212,433
-85,635
-29% -$8.73M 0.16% 22
2022
Q1 		$28M Buy
298,068
+40,768
+16% +$4.08M 0.17% 21
2021
Q4 		$24.4M Sell
257,300
-6,900
-3% -$645K 0.14% 23
2021
Q3 		$25M Sell
264,200
-15,400
-6% -$1.55M 0.14% 24
2021
Q2 		$27.7M Sell
279,600
-23,300
-8% -$2.24M 0.16% 24
2021
Q1 		$26.9M Sell
302,900
-3,374,013
-92% -$287M 0.15% 25
2020
Q4 		$304M Sell
3,676,913
-1,718,800
-32% -$134M 1.82% 18
2020
Q3 		$405M Sell
5,395,713
-179,000
-3% -$13.8M 2.81% 15
2020
Q2 		$391M Sell
5,574,713
-879,775
-14% -$64.1M 2.86% 17
2020
Q1 		$471M Sell
6,454,488
-4,000
-0.1% -$329K 3.74% 15
2019
Q4 		$550M Sell
6,458,488
-62,000
-1% -$5.11M 4.71% 11
2019
Q3 		$495M Sell
6,520,488
-61,400
-0.9% -$4.87M 4.82% 10
2019
Q2 		$517M Buy
6,581,888
+33,000
+0.5% +$2.73M 4.41% 12
2019
Q1 		$579M Buy
6,548,888
+80,375
+1% +$6.47M 5.2% 13
2018
Q4 		$432M Buy
6,468,513
+6,137,513
+1,854% +$513M 4% 14
2018
Q3 		$27M Buy
+331,000
New +$27.2M 0.23% 23

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Veritas Asset Management's PM Position: Q1 2026 in Review

Veritas Asset Management held its Philip Morris (PM) position steady in Q1 2026 at 67,036 shares worth $11.1M. The position accounts for 0.19% of the portfolio, ranked #18.

Veritas Asset Management first reported a position in PM in Q3 2018 and has held it in 31 quarters since. The position peaked at $579M in Q1 2019. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Veritas Asset Management held 67,036 shares of Philip Morris worth $11.1M as of Q1 2026.
  • Veritas Asset Management left its Philip Morris share count unchanged in Q1 2026.
  • Philip Morris made up 0.19% of Veritas Asset Management's portfolio in Q1 2026, its #18 holding.
  • Veritas Asset Management first reported a position in Philip Morris in Q3 2018 and has held it in 31 quarters since.
  • Veritas Asset Management's Philip Morris position peaked at $579M in Q1 2019.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Veritas Asset Management's 13F filing for Q1 2026, filed 14 May 2026.