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Verum Partners’s Philip Morris PM Stock Holding History

Verum 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 		$350K Buy
1,937
+354
+22% +$61.4K 0.05% 148
2026
Q1 		$262K Sell
1,583
-7
-0.4% -$1.22K 0.05% 153
2025
Q4 		$255K Sell
1,590
-52
-3% -$8.06K 0.05% 148
2025
Q3 		$266K Buy
1,642
+116
+8% +$19.5K 0.06% 145
2025
Q2 		$278K Buy
1,526
+99
+7% +$17K 0.06% 138
2025
Q1 		$227K Buy
+1,427
New +$202K 0.06% 142

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

Verum Partners's PM Position: Q2 2026 in Review

Verum Partners increased its Philip Morris (PM) stake by 22% in Q2 2026, buying an estimated $61.4K and bringing the position to 1,937 shares worth $350K. The position accounts for 0.05% of the portfolio, ranked #148.

Verum Partners first reported a position in PM in Q1 2025 and has held it in 6 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Verum Partners held 1,937 shares of Philip Morris worth $350K as of Q2 2026.
  • Verum Partners bought 354 Philip Morris shares in Q2 2026, an estimated $61.4K.
  • Philip Morris made up 0.05% of Verum Partners's portfolio in Q2 2026, its #148 holding.
  • Verum Partners first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.