Vermillion & White Wealth Management Group’s Philip Morris PM Stock Holding History

Vermillion & White Wealth Management Group’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	$630K	Buy	3,480 +9	+0.3%	+$1.56K	0.32%	34
2026 Q1	$574K	Sell	3,471 -18	-0.5%	-$3.13K	0.33%	33
2025 Q4	$560K	Buy	3,489 +109	+3%	+$16.9K	0.3%	32
2025 Q3	$548K	Buy	3,380 +39	+1%	+$6.56K	0.31%	32
2025 Q2	$608K	Buy	3,341 +68	+2%	+$11.7K	0.4%	27
2025 Q1	$520K	Buy	3,273 +108	+3%	+$15.3K	0.38%	33
2024 Q4	$381K	Hold	3,165	–	–	0.28%	47
2024 Q3	$384K	Hold	3,165	–	–	0.28%	46
2024 Q2	$321K	Hold	3,165	–	–	0.24%	54
2024 Q1	$290K	Hold	3,165	–	–	0.23%	51
2023 Q4	$298K	Buy	+3,165	New	+$292K	0.29%	38

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Vermillion & White Wealth Management Group increased its Philip Morris (PM) stake by 0.26% in Q2 2026, buying an estimated $1.56K and bringing the position to 3,480 shares worth $630K. The position accounts for 0.32% of the portfolio, ranked #34.

Vermillion & White Wealth Management Group first reported a position in PM in Q4 2023 and has held it in 11 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Vermillion & White Wealth Management Group held 3,480 shares of Philip Morris worth $630K as of Q2 2026.
Vermillion & White Wealth Management Group bought 9 Philip Morris shares in Q2 2026, an estimated $1.56K.
Philip Morris made up 0.32% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #34 holding.
Vermillion & White Wealth Management Group first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.