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Verus Capital Partners’s Philip Morris PM Stock Holding History

Verus Capital 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
Q1 		$620K Sell
3,748
-215
-5% -$37.4K 0.04% 228
2025
Q4 		$636K Sell
3,963
-3,211
-45% -$497K 0.04% 227
2025
Q3 		$1.16M Sell
7,174
-305
-4% -$51.3K 0.09% 142
2025
Q2 		$1.36M Buy
7,479
+83
+1% +$14.3K 0.12% 109
2025
Q1 		$1.17M Buy
7,396
+890
+14% +$126K 0.12% 117
2024
Q4 		$783K Buy
6,506
+922
+17% +$116K 0.07% 153
2024
Q3 		$683K Buy
5,584
+605
+12% +$70.3K 0.07% 159
2024
Q2 		$505K Buy
4,979
+1,583
+47% +$155K 0.05% 190
2024
Q1 		$311K Sell
3,396
-143
-4% -$13.2K 0.03% 257
2023
Q4 		$333K Sell
3,539
-3,465
-49% -$319K 0.04% 225
2023
Q3 		$648K Buy
7,004
+1,840
+36% +$177K 0.09% 132
2023
Q2 		$504K Buy
5,164
+23
+0.4% +$2.2K 0.07% 161
2023
Q1 		$500K Buy
5,141
+208
+4% +$20.7K 0.08% 154
2022
Q4 		$499K Buy
4,933
+228
+5% +$21.5K 0.09% 145
2022
Q3 		$391K Buy
4,705
+1,330
+39% +$127K 0.07% 178
2022
Q2 		$473K Sell
3,375
-1,498
-31% -$153K 0.09% 158
2022
Q1 		$474K Buy
+4,873
New +$488K 0.07% 192
2020
Q1 		$263K Buy
3,612
+2,550
+240% +$210K 0.08% 148
2019
Q4 		$90K Buy
+1,062
New +$87.5K 0.03% 408

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

Verus Capital Partners's PM Position: Q1 2026 in Review

Verus Capital Partners reduced its Philip Morris (PM) stake by 5.4% in Q1 2026, selling an estimated $37.4K and leaving 3,748 shares worth $620K. The position accounts for 0.04% of the portfolio, ranked #228.

Verus Capital Partners first reported a position in PM in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.36M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Verus Capital Partners held 3,748 shares of Philip Morris worth $620K as of Q1 2026.
  • Verus Capital Partners sold 215 Philip Morris shares in Q1 2026, an estimated $37.4K.
  • Philip Morris made up 0.04% of Verus Capital Partners's portfolio in Q1 2026, its #228 holding.
  • Verus Capital Partners first reported a position in Philip Morris in Q4 2019 and has held it in 19 quarters since.
  • Verus Capital Partners's Philip Morris position peaked at $1.36M in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.