Vestor Capital’s Philip Morris PM Stock Holding History

Vestor Capital’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	$711K	Buy	4,301 +1,970	+85%	+$342K	0.05%	96
2025 Q4	$694K	Sell	2,331 -1,953	-46%	-$303K	0.05%	80
2025 Q3	$695K	Buy	4,284 +3,981	+1,314%	+$670K	0.04%	99
2025 Q2	$111K	Sell	303 -3,663	-92%	-$629K	0.01%	181
2025 Q1	$630K	Sell	3,966 -541	-12%	-$76.6K	0.05%	94
2024 Q4	$542K	Buy	4,507 +523	+13%	+$66K	0.04%	113
2024 Q3	$484K	Sell	3,984 -158	-4%	-$18.4K	0.04%	86
2024 Q2	$420K	Hold	4,142	–	–	0.03%	94
2024 Q1	$379K	Buy	4,142 +142	+4%	+$13.1K	0.03%	111
2023 Q4	$376K	Sell	4,000 -19	-0.5%	-$1.75K	0.04%	103
2023 Q3	$372K	Sell	4,019 -303	-7%	-$29.2K	0.04%	107
2023 Q2	$422K	Buy	4,322 +553	+15%	+$52.8K	0.04%	98
2023 Q1	$367K	Sell	3,769 -86	-2%	-$8.57K	0.04%	116
2022 Q4	$390K	Buy	3,855 +765	+25%	+$72.2K	0.05%	112
2022 Q3	$257K	Buy	3,090 +225	+8%	+$21.5K	0.03%	104
2022 Q2	$283K	Hold	2,865	–	–	0.03%	98
2022 Q1	$269K	Hold	2,865	–	–	0.03%	106
2021 Q4	$272K	Hold	2,865	–	–	0.03%	106
2021 Q3	$272K	Hold	2,865	–	–	0.03%	106
2021 Q2	$284K	Hold	2,865	–	–	0.03%	98
2021 Q1	$254K	Hold	2,865	–	–	0.03%	99
2020 Q4	$237K	Buy	2,865 +147	+5%	+$11.4K	0.03%	94
2020 Q3	$204K	Buy	+2,718	New	+$210K	0.03%	84
2020 Q1	$206K	Sell	2,828 -530	-16%	-$43.6K	0.04%	83
2019 Q4	$286K	Buy	3,358 +1,283	+62%	+$106K	0.04%	89
2019 Q3	$158K	Buy	2,075 +1,300	+168%	+$103K	0.03%	88
2019 Q2	$61K	Hold	775	–	–	0.01%	103
2019 Q1	$69K	Sell	775 -395	-34%	-$31.8K	0.01%	117
2018 Q4	$78K	Hold	1,170	–	–	0.02%	88
2018 Q3	$95K	Hold	1,170	–	–	0.02%	89
2018 Q2	$94K	Hold	1,170	–	–	0.02%	91
2018 Q1	$116K	Hold	1,170	–	–	0.02%	88
2017 Q4	$124K	Hold	1,170	–	–	0.03%	88
2017 Q3	$130K	Hold	1,170	–	–	0.03%	88
2017 Q2	$137K	Hold	1,170	–	–	0.03%	84
2017 Q1	$132K	Hold	1,170	–	–	0.03%	108
2016 Q4	$107K	Hold	1,170	–	–	0.03%	76
2016 Q3	$114K	Hold	1,170	–	–	0.03%	75
2016 Q2	$119K	Sell	1,170 -40	-3%	-$3.99K	0.03%	70
2016 Q1	$119K	Buy	1,210 +40	+3%	+$3.67K	0.03%	71
2015 Q4	$103K	Hold	1,170	–	–	0.03%	74
2015 Q3	$93K	Sell	1,170 -190	-14%	-$15.6K	0.03%	78
2015 Q2	$109K	Sell	1,360 -508	-27%	-$41.8K	0.03%	75
2015 Q1	$141K	Hold	1,868	–	–	0.05%	64
2014 Q4	$152K	Hold	1,868	–	–	0.04%	73
2014 Q3	$156K	Buy	+1,868	New	+$158K	0.05%	66
2013 Q3	–	Sell	-3,019	Closed	-$262K	–	71
2013 Q2	$262K	Buy	+3,019	New	+$281K	0.11%	59

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

Vestor Capital's PM Position: Q1 2026 in Review

Vestor Capital increased its Philip Morris (PM) stake by 85% in Q1 2026, buying an estimated $342K and bringing the position to 4,301 shares worth $711K. The position accounts for 0.05% of the portfolio, ranked #96.

Vestor Capital first reported a position in PM in Q2 2013 and has held it in 47 quarters since. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Vestor Capital held 4,301 shares of Philip Morris worth $711K as of Q1 2026.
Vestor Capital bought 1,970 Philip Morris shares in Q1 2026, an estimated $342K.
Philip Morris made up 0.05% of Vestor Capital's portfolio in Q1 2026, its #96 holding.
Vestor Capital first reported a position in Philip Morris in Q2 2013 and has held it in 47 quarters since.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Vestor Capital's 13F filing for Q1 2026, filed 21 May 2026.