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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
Q3 		$1.55M Buy
8,103
+11
+0.1% +$2.08K 0.4% 67
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

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Vista Investment Partners's PM Position: Q3 2026 in Review

Vista Investment Partners increased its Philip Morris (PM) stake by 0.14% in Q3 2026, buying an estimated $2.08K and bringing the position to 8,103 shares worth $1.55M. The position accounts for 0.4% of the portfolio, ranked #67.

Vista Investment Partners first reported a position in PM in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.4M in Q3 2025. 160 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Vista Investment Partners held 8,103 shares of Philip Morris worth $1.55M as of Q3 2026.
  • Vista Investment Partners bought 11 Philip Morris shares in Q3 2026, an estimated $2.08K.
  • Philip Morris made up 0.4% of Vista Investment Partners's portfolio in Q3 2026, its #67 holding.
  • Vista Investment Partners first reported a position in Philip Morris in Q4 2023 and has held it in 12 quarters since.
  • Vista Investment Partners's Philip Morris position peaked at $2.4M in Q3 2025.
  • 160 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.