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Vigilare Wealth Management’s Philip Morris PM Stock Holding History

Vigilare Wealth Management’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 		$287K Sell
1,588
-396
-20% -$68.7K 0.09% 99
2026
Q1 		$328K Buy
1,984
+427
+27% +$74.2K 0.11% 82
2025
Q4 		$250K Sell
1,557
-1,237
-44% -$192K 0.08% 106
2025
Q3 		$453K Sell
2,794
-512
-15% -$86.1K 0.16% 72
2025
Q2 		$602K Buy
3,306
+1,763
+114% +$303K 0.23% 61
2025
Q1 		$245K Buy
+1,543
New +$219K 0.1% 88

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Vigilare Wealth Management's PM Position: Q2 2026 in Review

Vigilare Wealth Management reduced its Philip Morris (PM) stake by 20% in Q2 2026, selling an estimated $68.7K and leaving 1,588 shares worth $287K. The position accounts for 0.09% of the portfolio, ranked #99.

Vigilare Wealth Management first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $602K in Q2 2025. 585 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Vigilare Wealth Management held 1,588 shares of Philip Morris worth $287K as of Q2 2026.
  • Vigilare Wealth Management sold 396 Philip Morris shares in Q2 2026, an estimated $68.7K.
  • Philip Morris made up 0.09% of Vigilare Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Vigilare Wealth Management first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • Vigilare Wealth Management's Philip Morris position peaked at $602K in Q2 2025.
  • 585 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.