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Vise Technologies’s Philip Morris PM Stock Holding History

Vise Technologies’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 		$26.1M Buy
144,193
+63,465
+79% +$11M 0.3% 67
2026
Q1 		$12.9M Hold
80,728
– – 0.25% 72
2025
Q4 		$12.9M Buy
80,728
+29,956
+59% +$4.64M 0.25% 72
2025
Q3 		$8.24M Sell
50,772
-219
-0.4% -$36.8K 0.31% 66
2025
Q2 		$9.29M Buy
+50,991
New +$8.76M 0.38% 48
2024
Q4 		$2.66M Buy
22,074
+4,239
+24% +$535K 0.22% 92
2024
Q3 		$2.17M Buy
17,835
+2,416
+16% +$281K 0.28% 81
2024
Q2 		$1.56M Buy
15,419
+2,309
+18% +$226K 0.27% 82
2024
Q1 		$1.2M Buy
13,110
+488
+4% +$45K 0.24% 94
2023
Q4 		$1.19M Buy
12,622
+1,549
+14% +$143K 0.26% 95
2023
Q3 		$1.03M Buy
11,073
+2,063
+23% +$199K 0.25% 97
2023
Q2 		$880K Buy
9,010
+883
+11% +$84.4K 0.21% 105
2023
Q1 		$790K Buy
8,127
+866
+12% +$86.3K 0.21% 112
2022
Q4 		$735K Buy
7,261
+1,486
+26% +$140K 0.23% 106
2022
Q3 		$479K Sell
5,775
-1,523
-21% -$145K 0.18% 132
2022
Q2 		$721K Sell
7,298
-2,838
-28% -$289K 0.28% 89
2022
Q1 		$952K Sell
10,136
-8,508
-46% -$851K 0.36% 73
2021
Q4 		$1.77M Buy
+18,644
New +$1.74M 0.48% 51

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vise Technologies's PM Position: Q2 2026 in Review

Vise Technologies increased its Philip Morris (PM) stake by 79% in Q2 2026, buying an estimated $11M and bringing the position to 144,193 shares worth $26.1M. The position accounts for 0.3% of the portfolio, ranked #67.

Vise Technologies first reported a position in PM in Q4 2021 and has held it in 18 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Vise Technologies held 144,193 shares of Philip Morris worth $26.1M as of Q2 2026.
  • Vise Technologies bought 63,465 Philip Morris shares in Q2 2026, an estimated $11M.
  • Philip Morris made up 0.3% of Vise Technologies's portfolio in Q2 2026, its #67 holding.
  • Vise Technologies first reported a position in Philip Morris in Q4 2021 and has held it in 18 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.