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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
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

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Trust's PM Position: Q1 2026 in Review

Legacy Trust increased its Philip Morris (PM) stake by 7.4% in Q1 2026, buying an estimated $33K and bringing the position to 2,757 shares worth $456K. The position accounts for 0.09% of the portfolio, ranked #140.

Legacy Trust first reported a position in PM in Q3 2024 and has held it in 7 quarters since. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Legacy Trust held 2,757 shares of Philip Morris worth $456K as of Q1 2026.
  • Legacy Trust bought 190 Philip Morris shares in Q1 2026, an estimated $33K.
  • Philip Morris made up 0.09% of Legacy Trust's portfolio in Q1 2026, its #140 holding.
  • Legacy Trust first reported a position in Philip Morris in Q3 2024 and has held it in 7 quarters since.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.