Vista Investment Partners’s Philip Morris PM Stock Holding History

Vista Investment Partners’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	$1.46M	Sell	8,092 -80	-1%	-$13.9K	0.37%	71
2026 Q1	$1.35M	Sell	8,172 -4,619	-36%	-$803K	0.36%	76
2025 Q4	$2.05M	Sell	12,791 -2,036	-14%	-$315K	0.54%	61
2025 Q3	$2.4M	Buy	14,827 +7,373	+99%	+$1.24M	0.67%	52
2025 Q2	$1.36M	Buy	7,454 +20	+0.3%	+$3.43K	0.39%	69
2025 Q1	$1.18M	Buy	7,434 +16	+0.2%	+$2.27K	0.36%	76
2024 Q4	$893K	Sell	7,418 -1,602	-18%	-$202K	0.28%	80
2024 Q3	$1.1M	Hold	9,020	–	–	0.35%	72
2024 Q2	$914K	Hold	9,020	–	–	0.3%	83
2024 Q1	$826K	Hold	9,020	–	–	0.28%	87
2023 Q4	$849K	Buy	+9,020	New	+$831K	0.31%	76

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

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

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Vista Investment Partners's PM Position: Q2 2026 in Review

Vista Investment Partners reduced its Philip Morris (PM) stake by 0.98% in Q2 2026, selling an estimated $13.9K and leaving 8,092 shares worth $1.46M. The position accounts for 0.37% of the portfolio, ranked #71.

Vista Investment Partners first reported a position in PM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.4M in Q3 2025. 938 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Vista Investment Partners held 8,092 shares of Philip Morris worth $1.46M as of Q2 2026.
Vista Investment Partners sold 80 Philip Morris shares in Q2 2026, an estimated $13.9K.
Philip Morris made up 0.37% of Vista Investment Partners's portfolio in Q2 2026, its #71 holding.
Vista Investment Partners first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
Vista Investment Partners's Philip Morris position peaked at $2.4M in Q3 2025.
938 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.