Vestmark Advisory Solutions’s Philip Morris PM Stock Holding History

Vestmark Advisory Solutions’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	$15.4M	Buy	93,426 +8,178	+10%	+$1.42M	0.17%	133
2025 Q4	$13.7M	Buy	85,248 +34,390	+68%	+$5.33M	0.18%	104
2025 Q3	$8.25M	Sell	50,858 -27,471	-35%	-$4.62M	0.16%	133
2025 Q2	$14.3M	Sell	78,329 -6,392	-8%	-$1.1M	0.21%	96
2025 Q1	$13.4M	Buy	84,721 +41,302	+95%	+$5.85M	0.35%	56
2024 Q4	$5.23M	Buy	43,419 +6,839	+19%	+$863K	0.18%	114
2024 Q3	$4.44M	Buy	36,580 +2,718	+8%	+$316K	0.17%	127
2024 Q2	$3.43M	Buy	33,862 +793	+2%	+$77.5K	0.14%	155
2024 Q1	$3.03M	Buy	33,069 +1,001	+3%	+$92.3K	0.13%	190
2023 Q4	$3.02M	Buy	32,068 +16,397	+105%	+$1.51M	0.15%	170
2023 Q3	$1.45M	Sell	15,671 -55,078	-78%	-$5.3M	0.11%	211
2023 Q2	$6.91M	Sell	70,749 -2,886	-4%	-$276K	0.26%	90
2023 Q1	$7.16M	Buy	73,635 +4,191	+6%	+$418K	0.31%	72
2022 Q4	$7.03M	Buy	69,444 +3,169	+5%	+$299K	0.34%	57
2022 Q3	$5.5M	Buy	66,275 +8,552	+15%	+$816K	0.31%	70
2022 Q2	$5.7M	Buy	57,723 +11,561	+25%	+$1.18M	0.33%	62
2022 Q1	$4.34M	Buy	46,162 +1,025	+2%	+$103K	0.25%	86
2021 Q4	$4.29M	Buy	45,137 +1,897	+4%	+$177K	0.24%	90
2021 Q3	$4.1M	Buy	43,240 +5,187	+14%	+$522K	0.28%	84
2021 Q2	$3.77M	Buy	38,053 +1,548	+4%	+$149K	0.27%	90
2021 Q1	$3.24M	Sell	36,505 -386	-1%	-$32.8K	0.29%	86
2020 Q4	$3.05M	Sell	36,891 -2,159	-6%	-$168K	0.34%	71
2020 Q3	$2.93M	Buy	39,050 +2,423	+7%	+$187K	0.39%	61
2020 Q2	$2.57M	Buy	36,627 +1,020	+3%	+$74.4K	0.4%	54
2020 Q1	$2.6M	Sell	35,607 -466	-1%	-$38.4K	0.51%	41
2019 Q4	$3.07M	Buy	36,073 +1,782	+5%	+$147K	0.63%	43
2019 Q3	$2.6M	Buy	34,291 +1,237	+4%	+$98K	0.42%	56
2019 Q2	$2.6M	Buy	33,054 +2,249	+7%	+$186K	0.44%	50
2019 Q1	$2.72M	Buy	+30,805	New	+$2.48M	0.49%	46

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vestmark Advisory Solutions's PM Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its Philip Morris (PM) stake by 9.6% in Q1 2026, buying an estimated $1.42M and bringing the position to 93,426 shares worth $15.4M. The position accounts for 0.17% of the portfolio, ranked #133.

Vestmark Advisory Solutions first reported a position in PM in Q1 2019 and has held it in 29 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Vestmark Advisory Solutions held 93,426 shares of Philip Morris worth $15.4M as of Q1 2026.
Vestmark Advisory Solutions bought 8,178 Philip Morris shares in Q1 2026, an estimated $1.42M.
Philip Morris made up 0.17% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #133 holding.
Vestmark Advisory Solutions first reported a position in Philip Morris in Q1 2019 and has held it in 29 quarters since.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.