Vest Financial
PM icon

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
Q3 		$6.08M Sell
31,871
-361
-1% -$68.2K 0.06% 232
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

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vest Financial's PM Position: Q3 2026 in Review

Vest Financial reduced its Philip Morris (PM) stake by 1.1% in Q3 2026, selling an estimated $68.2K and leaving 31,871 shares worth $6.08M. The position accounts for 0.06% of the portfolio, ranked #232.

Vest Financial first reported a position in PM in Q1 2024 and has held it in 11 quarters since. 2,668 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Vest Financial held 31,871 shares of Philip Morris worth $6.08M as of Q3 2026.
  • Vest Financial sold 361 Philip Morris shares in Q3 2026, an estimated $68.2K.
  • Philip Morris made up 0.06% of Vest Financial's portfolio in Q3 2026, its #232 holding.
  • Vest Financial first reported a position in Philip Morris in Q1 2024 and has held it in 11 quarters since.
  • 2,668 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.