VisionPoint Advisory Group
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VisionPoint Advisory Group’s Philip Morris PM Stock Holding History

VisionPoint Advisory Group’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
Q3 		$1.44M Sell
7,572
-1,300
-15% -$246K 0.23% 100
2026
Q2 		$1.61M Sell
8,872
-12,604
-59% -$2.19M 0.26% 90
2026
Q1 		$3.55M Sell
21,476
-6,350
-23% -$1.1M 0.67% 32
2025
Q4 		$4.46M Sell
27,826
-4,542
-14% -$704K 0.87% 24
2025
Q3 		$5.25M Sell
32,368
-1,043
-3% -$175K 1.05% 17
2025
Q2 		$6.09M Sell
33,411
-4,950
-13% -$850K 1.32% 14
2025
Q1 		$6.09M Sell
38,361
-28,656
-43% -$4.06M 2.09% 9
2024
Q4 		$8.12M Sell
67,017
-1,506
-2% -$190K 2.77% 4
2024
Q3 		$8.32M Buy
68,523
+3,632
+6% +$422K 2.81% 5
2024
Q2 		$6.58M Buy
64,891
+6,365
+11% +$622K 2.34% 4
2024
Q1 		$5.36M Buy
58,526
+7,610
+15% +$702K 1.93% 7
2023
Q4 		$4.79M Buy
50,916
+22,467
+79% +$2.07M 1.77% 9
2023
Q3 		$2.63M Buy
28,449
+4,622
+19% +$445K 1.13% 20
2023
Q2 		$2.33M Buy
23,827
+10,644
+81% +$1.02M 0.95% 23
2023
Q1 		$1.24M Buy
13,183
+8,317
+171% +$829K 0.55% 51
2022
Q4 		$505K Buy
+4,866
New +$459K 0.21% 78

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

VisionPoint Advisory Group's PM Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Philip Morris (PM) stake by 15% in Q3 2026, selling an estimated $246K and leaving 7,572 shares worth $1.44M. The position accounts for 0.23% of the portfolio, ranked #100.

VisionPoint Advisory Group first reported a position in PM in Q4 2022 and has held it in 16 quarters since. The position peaked at $8.32M in Q3 2024. 782 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • VisionPoint Advisory Group held 7,572 shares of Philip Morris worth $1.44M as of Q3 2026.
  • VisionPoint Advisory Group sold 1,300 Philip Morris shares in Q3 2026, an estimated $246K.
  • Philip Morris made up 0.23% of VisionPoint Advisory Group's portfolio in Q3 2026, its #100 holding.
  • VisionPoint Advisory Group first reported a position in Philip Morris in Q4 2022 and has held it in 16 quarters since.
  • VisionPoint Advisory Group's Philip Morris position peaked at $8.32M in Q3 2024.
  • 782 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.