FUBT
PM icon

First United Bank & Trust’s Philip Morris PM Stock Holding History

First United Bank & 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
Q2 		$305K Buy
1,685
+31
+2% +$5.38K 0.09% 135
2026
Q1 		$273K Hold
1,654
– – 0.09% 128
2025
Q4 		$265K Hold
1,654
– – 0.08% 136
2025
Q3 		$268K Sell
1,654
-111
-6% -$18.7K 0.09% 140
2025
Q2 		$321K Sell
1,765
-310
-15% -$53.2K 0.11% 123
2025
Q1 		$329K Sell
2,075
-42
-2% -$5.95K 0.12% 115
2024
Q4 		$255K Hold
2,117
– – 0.09% 134
2024
Q3 		$257K Sell
2,117
-220
-9% -$25.6K 0.09% 140
2024
Q2 		$237K Hold
2,337
– – 0.09% 140
2024
Q1 		$214K Sell
2,337
-347
-13% -$32K 0.08% 147
2023
Q4 		$253K Buy
2,684
+172
+7% +$15.8K 0.1% 132
2023
Q3 		$233K Sell
2,512
-28
-1% -$2.69K 0.11% 130
2023
Q2 		$248K Buy
2,540
+38
+2% +$3.63K 0.11% 131
2023
Q1 		$243K Hold
2,502
– – 0.11% 135
2022
Q4 		$253K Sell
2,502
-60
-2% -$5.66K 0.12% 132
2022
Q3 		$213K Hold
2,562
– – 0.11% 139
2022
Q2 		$253K Hold
2,562
– – 0.12% 133
2022
Q1 		$241K Sell
2,562
-300
-10% -$30K 0.09% 150
2021
Q4 		$272K Buy
+2,862
New +$268K 0.1% 149
2018
Q1 		– Sell
-1,965
Closed -$208K – 113
2017
Q4 		$208K Sell
1,965
-30
-2% -$3.2K 0.14% 106
2017
Q3 		$221K Sell
1,995
-40
-2% -$4.66K 0.15% 103
2017
Q2 		$239K Buy
2,035
+5
+0.2% +$579 0.16% 101
2017
Q1 		$229K Buy
+2,030
New +$209K 0.16% 106
2016
Q4 		– Sell
-2,202
Closed -$214K – 109
2016
Q3 		$214K Sell
2,202
-50
-2% -$5.01K 0.18% 95
2016
Q2 		$229K Buy
2,252
+56
+3% +$5.58K 0.2% 88
2016
Q1 		$215K Buy
+2,196
New +$201K 0.2% 81

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

First United Bank & Trust's PM Position: Q2 2026 in Review

First United Bank & Trust increased its Philip Morris (PM) stake by 1.9% in Q2 2026, buying an estimated $5.38K and bringing the position to 1,685 shares worth $305K. The position accounts for 0.09% of the portfolio, ranked #135.

First United Bank & Trust first reported a position in PM in Q1 2016 and has held it in 26 quarters since. The position peaked at $329K in Q1 2025. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • First United Bank & Trust held 1,685 shares of Philip Morris worth $305K as of Q2 2026.
  • First United Bank & Trust bought 31 Philip Morris shares in Q2 2026, an estimated $5.38K.
  • Philip Morris made up 0.09% of First United Bank & Trust's portfolio in Q2 2026, its #135 holding.
  • First United Bank & Trust first reported a position in Philip Morris in Q1 2016 and has held it in 26 quarters since.
  • First United Bank & Trust's Philip Morris position peaked at $329K in Q1 2025.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.