Midwest Trust’s Philip Morris PM Stock Holding History

Midwest 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	$49.7M	Sell	274,753 -1,440	-0.5%	-$250K	0.56%	45
2026 Q1	$45.7M	Buy	276,193 +1,555	+0.6%	+$270K	0.57%	47
2025 Q4	$44.1M	Buy	274,638 +926	+0.3%	+$143K	0.55%	47
2025 Q3	$44.4M	Sell	273,712 -17,576	-6%	-$2.96M	0.58%	45
2025 Q2	$53.1M	Buy	+291,288	New	+$50M	0.73%	37

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Midwest Trust's PM Position: Q2 2026 in Review

Midwest Trust reduced its Philip Morris (PM) stake by 0.52% in Q2 2026, selling an estimated $250K and leaving 274,753 shares worth $49.7M. The position accounts for 0.56% of the portfolio, ranked #45.

Midwest Trust first reported a position in PM in Q2 2025 and has held it in 5 quarters since. The position peaked at $53.1M in Q2 2025. 2,912 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Midwest Trust held 274,753 shares of Philip Morris worth $49.7M as of Q2 2026.
Midwest Trust sold 1,440 Philip Morris shares in Q2 2026, an estimated $250K.
Philip Morris made up 0.56% of Midwest Trust's portfolio in Q2 2026, its #45 holding.
Midwest Trust first reported a position in Philip Morris in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's Philip Morris position peaked at $53.1M in Q2 2025.
2,912 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.