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Finward Bancorp’s Philip Morris PM Stock Holding History

Finward Bancorp’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 		$443K Hold
2,446
– – 0.34% 66
2026
Q1 		$404K Sell
2,446
-75
-3% -$13K 0.32% 68
2025
Q4 		$404K Sell
2,521
-51
-2% -$7.9K 0.31% 70
2025
Q3 		$417K Hold
2,572
– – 0.32% 70
2025
Q2 		$468K Sell
2,572
-30
-1% -$5.15K 0.37% 68
2025
Q1 		$413K Hold
2,602
– – 0.36% 70
2024
Q4 		$313K Buy
+2,602
New +$328K 0.27% 79

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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

Finward Bancorp's PM Position: Q2 2026 in Review

Finward Bancorp held its Philip Morris (PM) position steady in Q2 2026 at 2,446 shares worth $443K. The position accounts for 0.34% of the portfolio, ranked #66.

Finward Bancorp first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $468K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Finward Bancorp held 2,446 shares of Philip Morris worth $443K as of Q2 2026.
  • Finward Bancorp left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.34% of Finward Bancorp's portfolio in Q2 2026, its #66 holding.
  • Finward Bancorp first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • Finward Bancorp's Philip Morris position peaked at $468K in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Finward Bancorp's 13F filing for Q2 2026, filed 16 Jul 2026.