First Nebraska Trust’s Philip Morris PM Stock Holding History

First Nebraska Trust’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 Q1	$2.9M	Hold	17,561	–	–	0.27%	72
2025 Q4	$2.82M	Buy	17,561 +210	+1%	+$32.5K	0.26%	67
2025 Q3	$2.81M	Sell	17,351 -100	-0.6%	-$16.8K	0.25%	69
2025 Q2	$3.18M	Hold	17,451	–	–	0.3%	63
2025 Q1	$2.77M	Sell	17,451 -50	-0.3%	-$7.08K	0.27%	66
2024 Q4	$2.11M	Hold	17,501	–	–	0.2%	79
2024 Q3	$2.12M	Hold	17,501	–	–	0.21%	78
2024 Q2	$1.77M	Hold	17,501	–	–	0.18%	85
2024 Q1	$1.6M	Sell	17,501 -75	-0.4%	-$6.92K	0.17%	85
2023 Q4	$1.65M	Hold	17,576	–	–	0.19%	83
2023 Q3	$1.63M	Hold	17,576	–	–	0.2%	79
2023 Q2	$1.72M	Buy	17,576 +547	+3%	+$52.3K	0.2%	77
2023 Q1	$1.66M	Hold	17,029	–	–	0.21%	75
2022 Q4	$1.72M	Hold	17,029	–	–	0.22%	72
2022 Q3	$1.41M	Hold	17,029	–	–	0.2%	78
2022 Q2	$1.68M	Sell	17,029 -42	-0.2%	-$4.28K	0.22%	74
2022 Q1	$1.6M	Hold	17,071	–	–	0.19%	78
2021 Q4	$1.62M	Sell	17,071 -50	-0.3%	-$4.67K	0.2%	74
2021 Q3	$1.62M	Hold	17,121	–	–	0.21%	70
2021 Q2	$1.7M	Hold	17,121	–	–	0.22%	69
2021 Q1	$1.52M	Hold	17,121	–	–	0.2%	69
2020 Q4	$1.42M	Hold	17,121	–	–	0.2%	68
2020 Q3	$1.28M	Sell	17,121 -2,000	-10%	-$154K	0.22%	67
2020 Q2	$1.34M	Sell	19,121 -104	-0.5%	-$7.58K	0.25%	67
2020 Q1	$1.4M	Buy	19,225 +900	+5%	+$74.1K	0.31%	56
2019 Q4	$1.56M	Hold	18,325	–	–	0.25%	58
2019 Q3	$1.39M	Sell	18,325 -206	-1%	-$16.3K	0.23%	57
2019 Q2	$1.46M	Hold	18,531	–	–	0.25%	58
2019 Q1	$1.64M	Hold	18,531	–	–	0.3%	55
2018 Q4	$1.24M	Hold	18,531	–	–	0.25%	55
2018 Q3	$1.51M	Sell	18,531 -380	-2%	-$31.2K	0.26%	61
2018 Q2	$1.53M	Hold	18,911	–	–	0.33%	62
2018 Q1	$1.88M	Buy	18,911 +11,389	+151%	+$1.19M	0.37%	55
2017 Q4	$795K	Buy	7,522 +134	+2%	+$14.3K	0.16%	72
2017 Q3	$820K	Hold	7,388	–	–	0.18%	69
2017 Q2	$868K	Buy	7,388 +374	+5%	+$43.3K	0.19%	65
2017 Q1	$792K	Buy	7,014 +208	+3%	+$21.5K	0.18%	65
2016 Q4	$623K	Buy	6,806 +400	+6%	+$37.1K	0.15%	68
2016 Q3	$623K	Sell	6,406 -239	-4%	-$23.9K	0.16%	64
2016 Q2	$676K	Buy	6,645 +566	+9%	+$56.4K	0.18%	62
2016 Q1	$596K	Hold	6,079	–	–	0.16%	66
2015 Q4	$534K	Buy	6,079 +345	+6%	+$29.9K	0.16%	63
2015 Q3	$455K	Hold	5,734	–	–	0.14%	63
2015 Q2	$460K	Hold	5,734	–	–	0.14%	62
2015 Q1	$432K	Hold	5,734	–	–	0.13%	66
2014 Q4	$467K	Sell	5,734 -142	-2%	-$12.2K	0.14%	67
2014 Q3	$490K	Hold	5,876	–	–	0.14%	65
2014 Q2	$495K	Hold	5,876	–	–	0.14%	66
2014 Q1	$481K	Hold	5,876	–	–	0.15%	62
2013 Q4	$512K	Hold	5,876	–	–	0.16%	62
2013 Q3	$509K	Buy	+5,876	New	+$514K	0.18%	61

Other funds holding PM

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

First Nebraska Trust's PM Position: Q1 2026 in Review

First Nebraska Trust held its Philip Morris (PM) position steady in Q1 2026 at 17,561 shares worth $2.9M. The position accounts for 0.27% of the portfolio, ranked #72.

First Nebraska Trust first reported a position in PM in Q3 2013 and has held it in 51 quarters since. The position peaked at $3.18M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

First Nebraska Trust held 17,561 shares of Philip Morris worth $2.9M as of Q1 2026.
First Nebraska Trust left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up 0.27% of First Nebraska Trust's portfolio in Q1 2026, its #72 holding.
First Nebraska Trust first reported a position in Philip Morris in Q3 2013 and has held it in 51 quarters since.
First Nebraska Trust's Philip Morris position peaked at $3.18M in Q2 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on First Nebraska Trust's 13F filing for Q1 2026, filed 1 Jun 2026.