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Vest Financial’s Philip Morris PM Stock Holding History

Vest Financial’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 		$5.83M Buy
32,232
+519
+2% +$90K 0.06% 233
2026
Q1 		$5.24M Buy
31,713
+3,301
+12% +$574K 0.06% 234
2025
Q4 		$4.56M Buy
28,412
+2,005
+8% +$311K 0.06% 231
2025
Q3 		$4.28M Buy
26,407
+5,077
+24% +$854K 0.06% 214
2025
Q2 		$3.88M Buy
21,330
+6,015
+39% +$1.03M 0.06% 204
2025
Q1 		$2.43M Buy
15,315
+6,487
+73% +$919K 0.04% 220
2024
Q4 		$1.06M Buy
8,828
+1,042
+13% +$131K 0.02% 226
2024
Q3 		$945K Buy
7,786
+5,165
+197% +$600K 0.02% 224
2024
Q2 		$266K Sell
2,621
-76
-3% -$7.43K 0.01% 242
2024
Q1 		$247K Buy
+2,697
New +$249K 0.01% 251

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

Vest Financial's PM Position: Q2 2026 in Review

Vest Financial increased its Philip Morris (PM) stake by 1.6% in Q2 2026, buying an estimated $90K and bringing the position to 32,232 shares worth $5.83M. The position accounts for 0.06% of the portfolio, ranked #233.

Vest Financial first reported a position in PM in Q1 2024 and has held it in 10 quarters since. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Vest Financial held 32,232 shares of Philip Morris worth $5.83M as of Q2 2026.
  • Vest Financial bought 519 Philip Morris shares in Q2 2026, an estimated $90K.
  • Philip Morris made up 0.06% of Vest Financial's portfolio in Q2 2026, its #233 holding.
  • Vest Financial first reported a position in Philip Morris in Q1 2024 and has held it in 10 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.