First Western Trust Bank’s Philip Morris PM Stock Holding History

First Western Trust 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	$1.19M	Sell	6,570 -97	-1%	-$16.8K	0.06%	90
2026 Q1	$1.1M	Sell	6,667 -162	-2%	-$28.1K	0.06%	82
2025 Q4	$1.1M	Sell	6,829 -2	-0%	-$310	0.05%	82
2025 Q3	$1.11M	Sell	6,831 -10	-0.1%	-$1.68K	0.05%	86
2025 Q2	$1.25M	Hold	6,841	–	–	0.06%	76
2025 Q1	$1.09M	Sell	6,841 -144	-2%	-$20.4K	0.05%	80
2024 Q4	$841K	Buy	6,985 +85	+1%	+$10.7K	0.04%	92
2024 Q3	$838K	Sell	6,900 -13	-0.2%	-$1.51K	0.04%	99
2024 Q2	$700K	Hold	6,913	–	–	0.03%	102
2024 Q1	$633K	Hold	6,913	–	–	0.03%	116
2023 Q4	$650K	Sell	6,913 -67	-1%	-$6.17K	0.03%	109
2023 Q3	$646K	Sell	6,980 -13	-0.2%	-$1.25K	0.03%	107
2023 Q2	$683K	Sell	6,993 -95	-1%	-$9.08K	0.03%	110
2023 Q1	$689K	Hold	7,088	–	–	0.04%	112
2022 Q4	$717K	Hold	7,088	–	–	0.04%	108
2022 Q3	$588K	Sell	7,088 -1,001	-12%	-$95.5K	0.04%	103
2022 Q2	$816K	Sell	8,089 -248	-3%	-$25.3K	0.05%	94
2022 Q1	$783K	Buy	+8,337	New	+$834K	0.04%	102

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

First Western Trust Bank reduced its Philip Morris (PM) stake by 1.5% in Q2 2026, selling an estimated $16.8K and leaving 6,570 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #90.

First Western Trust Bank first reported a position in PM in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.25M in Q2 2025. 1,324 funds tracked by Wall St. Rank hold PM as of Q2 2026.

First Western Trust Bank held 6,570 shares of Philip Morris worth $1.19M as of Q2 2026.
First Western Trust Bank sold 97 Philip Morris shares in Q2 2026, an estimated $16.8K.
Philip Morris made up 0.06% of First Western Trust Bank's portfolio in Q2 2026, its #90 holding.
First Western Trust Bank first reported a position in Philip Morris in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's Philip Morris position peaked at $1.25M in Q2 2025.
1,324 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.