Alpine Bank Wealth Management’s Philip Morris PM Stock Holding History

Alpine Bank Wealth Management’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 Q1	$619K	Buy	3,743 +103	+3%	+$17.9K	0.09%	102
2025 Q4	$584K	Buy	3,640 +3	+0.1%	+$465	0.08%	98
2025 Q3	$590K	Buy	3,637 +278	+8%	+$46.8K	0.08%	103
2025 Q2	$612K	Hold	3,359	–	–	0.09%	93
2025 Q1	$533K	Buy	+3,359	New	+$476K	0.09%	96
2024 Q3	$495K	Buy	+4,079	New	+$474K	0.08%	105

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alpine Bank Wealth Management's PM Position: Q1 2026 in Review

Alpine Bank Wealth Management increased its Philip Morris (PM) stake by 2.8% in Q1 2026, buying an estimated $17.9K and bringing the position to 3,743 shares worth $619K. The position accounts for 0.09% of the portfolio, ranked #102.

Alpine Bank Wealth Management first reported a position in PM in Q3 2024 and has held it in 6 quarters since. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Alpine Bank Wealth Management held 3,743 shares of Philip Morris worth $619K as of Q1 2026.
Alpine Bank Wealth Management bought 103 Philip Morris shares in Q1 2026, an estimated $17.9K.
Philip Morris made up 0.09% of Alpine Bank Wealth Management's portfolio in Q1 2026, its #102 holding.
Alpine Bank Wealth Management first reported a position in Philip Morris in Q3 2024 and has held it in 6 quarters since.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.