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Cetera Trust Company’s Philip Morris PM Stock Holding History

Cetera Trust Company’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 		$13K Hold
72
– – 0.01% 284
2026
Q1 		$11.9K Hold
72
– – 0.01% 288
2025
Q4 		$11.5K Hold
72
– – 0.01% 287
2025
Q3 		$11.7K Hold
72
– – 0.01% 281
2025
Q2 		$13.1K Hold
72
– – 0.01% 275
2025
Q1 		$11.4K Hold
72
– – 0.01% 278
2024
Q4 		$8.66K Hold
72
– – 0.01% 306
2024
Q3 		$8.74K Sell
72
-125
-63% -$14.5K 0.01% 316
2024
Q2 		$20K Hold
197
– – 0.01% 258
2024
Q1 		$18K Hold
197
– – 0.01% 265
2023
Q4 		$18.5K Buy
+197
New +$18.1K 0.01% 260

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cetera Trust Company's PM Position: Q2 2026 in Review

Cetera Trust Company held its Philip Morris (PM) position steady in Q2 2026 at 72 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #284.

Cetera Trust Company first reported a position in PM in Q4 2023 and has held it in 11 quarters since. The position peaked at $20K in Q2 2024. 2,930 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Cetera Trust Company held 72 shares of Philip Morris worth $13K as of Q2 2026.
  • Cetera Trust Company left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.01% of Cetera Trust Company's portfolio in Q2 2026, its #284 holding.
  • Cetera Trust Company first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
  • Cetera Trust Company's Philip Morris position peaked at $20K in Q2 2024.
  • 2,930 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.