First Command Bank’s Philip Morris PM Stock Holding History

First Command 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
2023 Q2	$197K	Sell	2,020 -9	-0.4%	-$860	0.02%	140
2023 Q1	$197K	Buy	2,029 +285	+16%	+$28.4K	0.02%	132
2022 Q4	$177K	Sell	1,744 -37	-2%	-$3.49K	0.02%	138
2022 Q3	$148K	Buy	1,781 +37	+2%	+$3.53K	0.02%	144
2022 Q2	$172K	Sell	1,744 -135	-7%	-$13.8K	0.03%	140
2022 Q1	$177K	Buy	1,879 +150	+9%	+$15K	0.02%	148
2021 Q4	$164K	Hold	1,729	–	–	0.03%	153
2021 Q3	$164K	Sell	1,729 -100	-5%	-$10.1K	0.03%	153
2021 Q2	$182K	Sell	1,829 -99	-5%	-$9.5K	0.02%	149
2021 Q1	$171K	Sell	1,928 -381	-17%	-$32.4K	0.04%	138
2020 Q4	$191K	Hold	2,309	–	–	0.05%	117
2020 Q3	$173K	Sell	2,309 -313	-12%	-$24.1K	0.05%	113
2020 Q2	$184K	Buy	2,622 +128	+5%	+$9.33K	0.06%	112
2020 Q1	$182K	Buy	2,494 +63	+3%	+$5.18K	0.1%	113
2019 Q4	$207K	Sell	2,431 -180	-7%	-$14.8K	0.1%	122
2019 Q3	$198K	Buy	2,611 +125	+5%	+$9.9K	0.1%	120
2019 Q2	$196K	Hold	2,486	–	–	0.1%	120
2019 Q1	$220K	Buy	2,486 +167	+7%	+$13.4K	0.11%	108
2018 Q4	$155K	Sell	2,319 -50	-2%	-$4.18K	0.08%	124
2018 Q3	$193K	Buy	2,369 +549	+30%	+$45.1K	0.05%	116
2018 Q2	$146K	Hold	1,820	–	–	0.04%	127
2018 Q1	$181K	Sell	1,820 -100	-5%	-$10.4K	0.1%	106
2017 Q4	$203K	Buy	1,920 +333	+21%	+$35.5K	0.11%	105
2017 Q3	$176K	Buy	1,587 +200	+14%	+$23.3K	0.11%	102
2017 Q2	$163K	Hold	1,387	–	–	0.11%	105
2017 Q1	$156K	Sell	1,387 -4	-0.3%	-$413	0.11%	104
2016 Q4	$128K	Buy	+1,391	New	+$129K	0.1%	112

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Command Bank's PM Position: Q2 2023 in Review

First Command Bank reduced its Philip Morris (PM) stake by 0.44% in Q2 2023, selling an estimated $860 and leaving 2,020 shares worth $197K. The position accounts for 0.02% of the portfolio, ranked #140.

First Command Bank first reported a position in PM in Q4 2016 and has held it in 27 quarters since. The position peaked at $220K in Q1 2019. 2,032 funds tracked by Wall St. Rank hold PM as of Q2 2023.

First Command Bank held 2,020 shares of Philip Morris worth $197K as of Q2 2023.
First Command Bank sold 9 Philip Morris shares in Q2 2023, an estimated $860.
Philip Morris made up 0.02% of First Command Bank's portfolio in Q2 2023, its #140 holding.
First Command Bank first reported a position in Philip Morris in Q4 2016 and has held it in 27 quarters since.
First Command Bank's Philip Morris position peaked at $220K in Q1 2019.
2,032 funds tracked by Wall St. Rank held Philip Morris as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.