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Verus Financial Partners’s Philip Morris PM Stock Holding History

Verus Financial 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 		$4.83M Buy
26,723
+670
+3% +$116K 0.41% 22
2026
Q1 		$4.07M Sell
26,053
-24
-0.1% -$4.17K 0.37% 23
2025
Q4 		$4.58M Sell
26,077
-432
-2% -$66.9K 0.42% 21
2025
Q3 		$4.3M Buy
26,509
+2,142
+9% +$360K 0.41% 21
2025
Q2 		$4.34M Sell
24,367
-781
-3% -$134K 0.44% 21
2025
Q1 		$4.03M Buy
25,148
+223
+0.9% +$31.6K 0.46% 18
2024
Q4 		$2.92M Buy
24,925
+6
+0% +$757 0.33% 22
2024
Q3 		$3M Sell
24,919
-1,512
-6% -$176K 0.33% 21
2024
Q2 		$2.68M Sell
26,431
-102
-0.4% -$9.97K 0.31% 22
2024
Q1 		$2.43M Sell
26,533
-6,347
-19% -$585K 0.28% 22
2023
Q4 		$2.99M Buy
32,880
+5,793
+21% +$534K 0.37% 21
2023
Q3 		$2.5M Buy
27,087
+9
+0% +$866 0.33% 24
2023
Q2 		$2.63M Sell
27,078
-4,948
-15% -$473K 0.33% 24
2023
Q1 		$3.02M Sell
32,026
-533
-2% -$53.1K 0.41% 21
2022
Q4 		$3.39M Sell
32,559
-111
-0.3% -$10.5K 0.47% 22
2022
Q3 		$2.82M Buy
32,670
+8
+0% +$763 0.43% 18
2022
Q2 		$3.06M Sell
32,662
-15
-0% -$1.53K 0.44% 18
2022
Q1 		$3.28M Sell
32,677
-365
-1% -$36.5K 0.47% 18
2021
Q4 		$3.14M Sell
33,042
-363
-1% -$33.9K 0.42% 18
2021
Q3 		$3.25M Buy
33,405
+430
+1% +$43.3K 0.49% 16
2021
Q2 		$3.13M Buy
32,975
+463
+1% +$44.4K 0.48% 15
2021
Q1 		$2.87M Sell
32,512
-1,518
-4% -$129K 0.45% 17
2020
Q4 		$2.82M Buy
+34,030
New +$2.65M 0.48% 16
2020
Q3 		– Sell
-34,924
Closed -$2.45M – 200
2020
Q2 		$2.45M Sell
34,924
-10
-0% -$729 0.53% 16
2020
Q1 		$2.55M Sell
34,934
-142
-0.4% -$11.7K 0.78% 15
2019
Q4 		$2.98M Buy
35,076
+4,829
+16% +$398K 0.9% 11
2019
Q3 		$2.3M Buy
30,247
+1,408
+5% +$112K 0.75% 11
2019
Q2 		$2.27M Sell
28,839
-301
-1% -$24.9K 0.76% 12
2019
Q1 		$2.58M Sell
29,140
-672
-2% -$54.1K 0.91% 12
2018
Q4 		$2.43M Hold
29,812
– – 0.87% 11
2018
Q3 		$2.43M Buy
29,812
+7
+0% +$575 0.87% 11
2018
Q2 		$2.41M Sell
29,805
-2,276
-7% -$193K 0.91% 11
2018
Q1 		$3.19M Sell
32,081
-1,379
-4% -$144K 1.21% 10
2017
Q4 		$3.54M Buy
33,460
+980
+3% +$104K 1.29% 10
2017
Q3 		$3.61M Sell
32,480
-1,133
-3% -$132K 1.39% 10
2017
Q2 		$3.95M Sell
33,613
-841
-2% -$97.4K 1.59% 10
2017
Q1 		$3.89M Sell
34,454
-65
-0.2% -$6.71K 1.6% 10
2016
Q4 		$3.16M Sell
34,519
-472
-1% -$43.7K 1.37% 10
2016
Q3 		$3.4M Buy
34,991
+222
+0.6% +$22.2K 1.51% 10
2016
Q2 		$3.54M Sell
34,769
-10
-0% -$997 1.59% 10
2016
Q1 		$3.41M Sell
34,779
-1,131
-3% -$104K 1.57% 10
2015
Q4 		$3.16M Buy
35,910
+28
+0.1% +$2.43K 1.49% 10
2015
Q3 		$2.85M Buy
35,882
+653
+2% +$53.7K 1.52% 11
2015
Q2 		$2.82M Sell
35,229
-342
-1% -$28.1K 1.43% 11
2015
Q1 		$2.68M Buy
35,571
+51
+0.1% +$4.14K 1.36% 11
2014
Q4 		$2.89M Buy
35,520
+873
+3% +$75K 1.55% 11
2014
Q3 		$2.89M Buy
34,647
+13
+0% +$1.1K 1.62% 10
2014
Q2 		$2.92M Sell
34,634
-297
-0.9% -$25.6K 1.63% 10
2014
Q1 		$2.86M Sell
34,931
-497
-1% -$40.2K 1.58% 9
2013
Q4 		$3.09M Buy
35,428
+151
+0.4% +$13.2K 1.61% 10
2013
Q3 		$3.06M Buy
35,277
+803
+2% +$70.2K 1.67% 11
2013
Q2 		$2.99M Buy
+34,474
New +$3.2M 1.7% 10

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Verus Financial Partners's PM Position: Q2 2026 in Review

Verus Financial Partners increased its Philip Morris (PM) stake by 2.6% in Q2 2026, buying an estimated $116K and bringing the position to 26,723 shares worth $4.83M. The position accounts for 0.41% of the portfolio, ranked #22.

Verus Financial Partners first reported a position in PM in Q2 2013 and has held it in 52 quarters since. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Verus Financial Partners held 26,723 shares of Philip Morris worth $4.83M as of Q2 2026.
  • Verus Financial Partners bought 670 Philip Morris shares in Q2 2026, an estimated $116K.
  • Philip Morris made up 0.41% of Verus Financial Partners's portfolio in Q2 2026, its #22 holding.
  • Verus Financial Partners first reported a position in Philip Morris in Q2 2013 and has held it in 52 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.