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AMG National Trust Bank’s Philip Morris PM Stock Holding History

AMG National Trust Bank’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
2022
Q2 		– Sell
-3,000
Closed -$282K – 457
2022
Q1 		$282K Hold
3,000
– – 0.01% 405
2021
Q4 		$285K Hold
3,000
– – 0.01% 411
2021
Q3 		$284K Hold
3,000
– – 0.01% 409
2021
Q2 		$297K Buy
+3,000
New +$288K 0.01% 402

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State Street
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AMG National Trust Bank's PM Position: Q2 2026 in Review

AMG National Trust Bank increased its Philip Morris (PM) stake by 18% in Q2 2026, buying an estimated $192K and bringing the position to 7,148 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #241.

AMG National Trust Bank first reported a position in PM in Q2 2013 and has held it in 44 quarters since. The position peaked at $6.44M in Q1 2019. 1,916 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • AMG National Trust Bank held 7,148 shares of Philip Morris worth $1.29M as of Q2 2026.
  • AMG National Trust Bank bought 1,106 Philip Morris shares in Q2 2026, an estimated $192K.
  • Philip Morris made up 0.03% of AMG National Trust Bank's portfolio in Q2 2026, its #241 holding.
  • AMG National Trust Bank first reported a position in Philip Morris in Q2 2013 and has held it in 44 quarters since.
  • AMG National Trust Bank's Philip Morris position peaked at $6.44M in Q1 2019.
  • 1,916 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.