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Legacy Trust’s Philip Morris PM Stock Holding History

Legacy 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
Q3 		$602K Buy
2,885
+73
+3% +$13.8K 0.1% 132
2026
Q2 		$509K Buy
2,812
+55
+2% +$9.5K 0.09% 133
2026
Q1 		$456K Buy
2,757
+190
+7% +$33K 0.09% 140
2025
Q4 		$412K Buy
2,567
+10
+0.4% +$1.55K 0.08% 144
2025
Q3 		$415K Buy
2,557
+636
+33% +$107K 0.08% 141
2025
Q2 		$350K Sell
1,921
-5
-0.3% -$859 0.09% 116
2025
Q1 		$306K Hold
1,926
– – 0.07% 129
2024
Q4 		$232K Sell
1,926
-70
-4% -$8.83K 0.05% 148
2024
Q3 		$242K Buy
+1,996
New +$232K 0.06% 146

Other funds holding PM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Legacy Trust's PM Position: Q3 2026 in Review

Legacy Trust increased its Philip Morris (PM) stake by 2.6% in Q3 2026, buying an estimated $13.8K and bringing the position to 2,885 shares worth $602K. The position accounts for 0.1% of the portfolio, ranked #132.

Legacy Trust first reported a position in PM in Q3 2024 and has held it in 9 quarters since. 1,947 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Legacy Trust held 2,885 shares of Philip Morris worth $602K as of Q3 2026.
  • Legacy Trust bought 73 Philip Morris shares in Q3 2026, an estimated $13.8K.
  • Philip Morris made up 0.1% of Legacy Trust's portfolio in Q3 2026, its #132 holding.
  • Legacy Trust first reported a position in Philip Morris in Q3 2024 and has held it in 9 quarters since.
  • 1,947 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.