Cetera Trust Company
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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
Q3 		$9.5K Sell
50
-22
-31% -$4.16K ﹤0.01% 287
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 +$18.2K 0.01% 260

Other funds holding PM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Trust Company's PM Position: Q3 2026 in Review

Cetera Trust Company reduced its Philip Morris (PM) stake by 31% in Q3 2026, selling an estimated $4.16K and leaving 50 shares worth $9.5K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Cetera Trust Company first reported a position in PM in Q4 2023 and has held it in 12 quarters since. The position peaked at $20K in Q2 2024. 2,103 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Cetera Trust Company held 50 shares of Philip Morris worth $9.5K as of Q3 2026.
  • Cetera Trust Company sold 22 Philip Morris shares in Q3 2026, an estimated $4.16K.
  • Philip Morris made up ﹤0.01% of Cetera Trust Company's portfolio in Q3 2026, its #287 holding.
  • Cetera Trust Company first reported a position in Philip Morris in Q4 2023 and has held it in 12 quarters since.
  • Cetera Trust Company's Philip Morris position peaked at $20K in Q2 2024.
  • 2,103 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Cetera Trust Company's 13F filing for Q3 2026, filed 9 Nov 2026.