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Vermillion Wealth Management’s Philip Morris PM Stock Holding History

Vermillion 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
Q2 		$12.9K Sell
72
-103
-59% -$17.9K ﹤0.01% 1038
2026
Q1 		$29K Buy
175
+104
+146% +$18.1K 0.01% 261
2025
Q4 		$11.4K Sell
71
-82
-54% -$12.7K ﹤0.01% 358
2025
Q3 		$24.9K Buy
153
+8
+6% +$1.35K 0.01% 796
2025
Q2 		$26.4K Buy
145
+1
+0.7% +$172 0.01% 239
2025
Q1 		$22.8K Buy
144
+1
+0.7% +$142 0.01% 678
2024
Q4 		$17.2K Buy
+143
New +$18K 0.01% 271

Other funds holding PM

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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

Vermillion Wealth Management's PM Position: Q2 2026 in Review

Vermillion Wealth Management reduced its Philip Morris (PM) stake by 59% in Q2 2026, selling an estimated $17.9K and leaving 72 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Vermillion Wealth Management first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $29K in Q1 2026. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Vermillion Wealth Management held 72 shares of Philip Morris worth $12.9K as of Q2 2026.
  • Vermillion Wealth Management sold 103 Philip Morris shares in Q2 2026, an estimated $17.9K.
  • Philip Morris made up ﹤0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #1038 holding.
  • Vermillion Wealth Management first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's Philip Morris position peaked at $29K in Q1 2026.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.