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Harbour Trust & Investment Management’s Philip Morris PM Stock Holding History

Harbour Trust & Investment Management’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 		$1.02M Buy
5,613
+75
+1% +$13K 0.1% 88
2026
Q1 		$916K Buy
5,538
+150
+3% +$26.1K 0.1% 89
2025
Q4 		$864K Hold
5,388
– – 0.09% 93
2025
Q3 		$874K Sell
5,388
-63
-1% -$10.6K 0.09% 92
2025
Q2 		$993K Sell
5,451
-100
-2% -$17.2K 0.11% 86
2025
Q1 		$881K Sell
5,551
-240
-4% -$34K 0.11% 92
2024
Q4 		$697K Sell
5,791
-352
-6% -$44.4K 0.08% 99
2024
Q3 		$746K Sell
6,143
-259
-4% -$30.1K 0.09% 99
2024
Q2 		$649K Hold
6,402
– – 0.08% 103
2024
Q1 		$587K Sell
6,402
-348
-5% -$32.1K 0.07% 115
2023
Q4 		$635K Buy
+6,750
New +$622K 0.09% 104

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

Harbour Trust & Investment Management's PM Position: Q2 2026 in Review

Harbour Trust & Investment Management increased its Philip Morris (PM) stake by 1.4% in Q2 2026, buying an estimated $13K and bringing the position to 5,613 shares worth $1.02M. The position accounts for 0.1% of the portfolio, ranked #88.

Harbour Trust & Investment Management first reported a position in PM in Q4 2023 and has held it in 11 quarters since. 1,391 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Harbour Trust & Investment Management held 5,613 shares of Philip Morris worth $1.02M as of Q2 2026.
  • Harbour Trust & Investment Management bought 75 Philip Morris shares in Q2 2026, an estimated $13K.
  • Philip Morris made up 0.1% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #88 holding.
  • Harbour Trust & Investment Management first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.