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VestGen Advisors’s Philip Morris PM Stock Holding History

VestGen Advisors’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 		$4.8M Buy
26,526
+9,698
+58% +$1.68M 0.14% 147
2026
Q1 		$3.15M Buy
16,828
+7,379
+78% +$1.28M 0.08% 219
2025
Q4 		$1.52M Sell
9,449
-3,672
-28% -$569K 0.06% 284
2025
Q3 		$2.13M Hold
13,121
– – 0.07% 238
2025
Q2 		$2.32M Buy
13,121
+1,101
+9% +$189K 0.09% 198
2025
Q1 		$1.91M Buy
+12,020
New +$1.7M 0.09% 210

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

VestGen Advisors's PM Position: Q2 2026 in Review

VestGen Advisors increased its Philip Morris (PM) stake by 58% in Q2 2026, buying an estimated $1.68M and bringing the position to 26,526 shares worth $4.8M. The position accounts for 0.14% of the portfolio, ranked #147.

VestGen Advisors 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.

  • VestGen Advisors held 26,526 shares of Philip Morris worth $4.8M as of Q2 2026.
  • VestGen Advisors bought 9,698 Philip Morris shares in Q2 2026, an estimated $1.68M.
  • Philip Morris made up 0.14% of VestGen Advisors's portfolio in Q2 2026, its #147 holding.
  • VestGen Advisors 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 VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.