Citizens Business Bank’s Philip Morris PM Stock Holding History

Citizens Business 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
2026 Q2	$453K	Sell	2,506 -158	-6%	-$27.4K	0.07%	105
2026 Q1	$440K	Sell	2,664 -161	-6%	-$28K	0.07%	100
2025 Q4	$453K	Hold	2,825	–	–	0.07%	96
2025 Q3	$458K	Buy	+2,825	New	+$475K	0.08%	101
2015 Q1	–	Sell	-4,483	Closed	-$366K	–	291
2014 Q4	$366K	Sell	4,483 -3,014	-40%	-$259K	0.07%	237
2014 Q3	$626K	Sell	7,497 -413	-5%	-$34.9K	0.12%	192
2014 Q2	$666K	Sell	7,910 -1,830	-19%	-$158K	0.13%	186
2014 Q1	$797K	Sell	9,740 -29,336	-75%	-$2.37M	0.15%	170
2013 Q4	$3.4M	Sell	39,076 -7,019	-15%	-$613K	0.69%	36
2013 Q3	$3.99M	Sell	46,095 -15,633	-25%	-$1.37M	0.86%	29
2013 Q2	$5.35M	Buy	+61,728	New	+$5.74M	1.19%	16

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

Citizens Business Bank's PM Position: Q2 2026 in Review

Citizens Business Bank reduced its Philip Morris (PM) stake by 5.9% in Q2 2026, selling an estimated $27.4K and leaving 2,506 shares worth $453K. The position accounts for 0.07% of the portfolio, ranked #105.

Citizens Business Bank first reported a position in PM in Q2 2013 and has held it in 11 quarters since. The position peaked at $5.35M in Q2 2013. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Citizens Business Bank held 2,506 shares of Philip Morris worth $453K as of Q2 2026.
Citizens Business Bank sold 158 Philip Morris shares in Q2 2026, an estimated $27.4K.
Philip Morris made up 0.07% of Citizens Business Bank's portfolio in Q2 2026, its #105 holding.
Citizens Business Bank first reported a position in Philip Morris in Q2 2013 and has held it in 11 quarters since.
Citizens Business Bank's Philip Morris position peaked at $5.35M in Q2 2013.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Citizens Business Bank's 13F filing for Q2 2026, filed 3 Aug 2026.