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Vicus Capital’s Philip Morris PM Stock Holding History

Vicus 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
2025
Q4 		– Sell
-1,412
Closed -$229K – 271
2025
Q3 		$229K Buy
1,412
+158
+13% +$26.6K 0.02% 252
2025
Q2 		$228K Sell
1,254
-48
-4% -$8.24K 0.02% 251
2025
Q1 		$207K Buy
+1,302
New +$184K 0.02% 229
2018
Q4 		– Sell
-4,054
Closed -$331K – 236
2018
Q3 		$331K Buy
+4,054
New +$333K 0.05% 180
2018
Q2 		– Sell
-2,308
Closed -$229K – 242
2018
Q1 		$229K Sell
2,308
-1,370
-37% -$143K 0.04% 218
2017
Q4 		$389K Buy
+3,678
New +$392K 0.07% 165
2017
Q2 		– Sell
-10,176
Closed -$1.15M – 237
2017
Q1 		$1.15M Sell
10,176
-876
-8% -$90.4K 0.25% 82
2016
Q4 		$1.01M Buy
11,052
+8,534
+339% +$791K 0.23% 91
2016
Q3 		$245K Buy
+2,518
New +$252K 0.06% 188

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vicus Capital's PM Position: Q4 2025 in Review

Vicus Capital sold out of Philip Morris (PM) in Q4 2025, closing a stake of 1,412 shares — an estimated $229K sold.

Vicus Capital first reported a position in PM in Q3 2016 and held it in 9 quarters. The position peaked at $1.15M in Q1 2017. 2,807 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • Vicus Capital reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
  • Vicus Capital sold 1,412 Philip Morris shares in Q4 2025, an estimated $229K.
  • Vicus Capital first reported a position in Philip Morris in Q3 2016 and held it in 9 quarters.
  • Vicus Capital's Philip Morris position peaked at $1.15M in Q1 2017.
  • 2,807 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Vicus Capital's 13F filing for Q4 2025, filed 22 Jan 2026.