Vision Retirement’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$99.7K Buy
551
+35
+7% +$6.07K 0.02% 173
2026
Q1
$85.3K Sell
516
-32
-6% -$5.56K 0.02% 172
2025
Q4
$87.9K Buy
+548
New +$84.9K 0.02% 173

Other funds holding PM

Vision Retirement's PM Position: Q2 2026 in Review

Vision Retirement increased its Philip Morris (PM) stake by 6.8% in Q2 2026, buying an estimated $6.07K and bringing the position to 551 shares worth $99.7K. The position accounts for 0.02% of the portfolio, ranked #173.

Vision Retirement first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 2,809 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Vision Retirement held 551 shares of Philip Morris worth $99.7K as of Q2 2026.
  • Vision Retirement bought 35 Philip Morris shares in Q2 2026, an estimated $6.07K.
  • Philip Morris made up 0.02% of Vision Retirement's portfolio in Q2 2026, its #173 holding.
  • Vision Retirement first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 2,809 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.