VSM Wealth Advisory’s Philip Morris PM Stock Holding History

VSM Wealth Advisory’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	$178K	Hold	981	–	–	0.05%	119
2026 Q1	$162K	Buy	981 +1	+0.1%	+$174	0.05%	120
2025 Q4	$157K	Hold	980	–	–	0.05%	119
2025 Q3	$159K	Hold	980	–	–	0.05%	101
2025 Q2	$178K	Hold	980	–	–	0.06%	101
2025 Q1	$156K	Sell	980 -200	-17%	-$28.3K	0.06%	101
2024 Q4	$130K	Buy	+1,180	New	+$149K	0.05%	114

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VSM Wealth Advisory's PM Position: Q2 2026 in Review

VSM Wealth Advisory held its Philip Morris (PM) position steady in Q2 2026 at 981 shares worth $178K. The position accounts for 0.05% of the portfolio, ranked #119.

VSM Wealth Advisory first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $178K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

VSM Wealth Advisory held 981 shares of Philip Morris worth $178K as of Q2 2026.
VSM Wealth Advisory left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.05% of VSM Wealth Advisory's portfolio in Q2 2026, its #119 holding.
VSM Wealth Advisory first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Philip Morris position peaked at $178K in Q2 2025.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.