Vision Financial Markets’s Philip Morris PM Stock Holding History

Vision Financial Markets’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	$672K	Buy	3,722 +2,700	+264%	+$468K	0.58%	29
2026 Q1	$169K	Hold	1,022	–	–	0.16%	75
2025 Q4	$164K	Hold	1,022	–	–	0.17%	72
2025 Q3	$166K	Sell	1,022 -2,900	-74%	-$488K	0.14%	80
2025 Q2	$714K	Buy	3,922 +2,900	+284%	+$498K	0.67%	33
2025 Q1	$162K	Hold	1,022	–	–	0.18%	73
2024 Q4	$123K	Buy	+1,022	New	+$129K	0.13%	77

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Vision Financial Markets's PM Position: Q2 2026 in Review

Vision Financial Markets increased its Philip Morris (PM) stake by 264% in Q2 2026, buying an estimated $468K and bringing the position to 3,722 shares worth $672K. The position accounts for 0.58% of the portfolio, ranked #29.

Vision Financial Markets first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $714K in Q2 2025. 1,159 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Vision Financial Markets held 3,722 shares of Philip Morris worth $672K as of Q2 2026.
Vision Financial Markets bought 2,700 Philip Morris shares in Q2 2026, an estimated $468K.
Philip Morris made up 0.58% of Vision Financial Markets's portfolio in Q2 2026, its #29 holding.
Vision Financial Markets first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
Vision Financial Markets's Philip Morris position peaked at $714K in Q2 2025.
1,159 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.