Virtus Investment Advisers’s Philip Morris PM Stock Holding History

Virtus Investment Advisers’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 Q1	–	Sell	-4,247	Closed	-$511K	–	642
2024 Q4	$511K	Buy	4,247 +1,950	+85%	+$246K	0.4%	78
2024 Q3	$279K	Buy	+2,297	New	+$267K	0.22%	152
2018 Q1	–	Sell	-59,758	Closed	-$6.31M	–	336
2017 Q4	$6.31M	Buy	59,758 +1,001	+2%	+$107K	0.69%	37
2017 Q3	$6.52M	Buy	58,757 +5,609	+11%	+$653K	0.68%	34
2017 Q2	$6.24M	Sell	53,148 -7,987	-13%	-$925K	0.61%	41
2017 Q1	$6.9M	Sell	61,135 -3,684	-6%	-$380K	0.61%	43
2016 Q4	$5.93M	Sell	64,819 -73,968	-53%	-$6.85M	0.46%	63
2016 Q3	$13.5M	Buy	+138,787	New	+$13.9M	0.86%	23

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

Virtus Investment Advisers's PM Position: Q1 2025 in Review

Virtus Investment Advisers sold out of Philip Morris (PM) in Q1 2025, closing a stake of 4,247 shares — an estimated $511K sold.

Virtus Investment Advisers first reported a position in PM in Q3 2016 and held it in 8 quarters. The position peaked at $13.5M in Q3 2016. 2,708 funds tracked by Wall St. Rank hold PM as of Q1 2025.

Virtus Investment Advisers reported no remaining Philip Morris position as of Q1 2025 after selling out during the quarter.
Virtus Investment Advisers sold 4,247 Philip Morris shares in Q1 2025, an estimated $511K.
Virtus Investment Advisers first reported a position in Philip Morris in Q3 2016 and held it in 8 quarters.
Virtus Investment Advisers's Philip Morris position peaked at $13.5M in Q3 2016.
2,708 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.