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MidWestOne Financial Group’s Philip Morris PM Stock Holding History

MidWestOne Financial Group’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
2025
Q4 		$2.03M Sell
12,680
-145
-1% -$22.5K 0.23% 91
2025
Q3 		$2.08M Sell
12,825
-30
-0.2% -$5.05K 0.25% 91
2025
Q2 		$2.34M Hold
12,855
– – 0.3% 73
2025
Q1 		$2.04M Hold
12,855
– – 0.29% 77
2024
Q4 		$1.55M Hold
12,855
– – 0.22% 99
2024
Q3 		$1.56M Sell
12,855
-412
-3% -$47.9K 0.22% 106
2024
Q2 		$1.34M Hold
13,267
– – 0.24% 110
2024
Q1 		$1.22M Hold
13,267
– – 0.22% 122
2023
Q4 		$1.25M Hold
13,267
– – 0.24% 106
2023
Q3 		$1.23M Buy
13,267
+270
+2% +$26K 0.28% 94
2023
Q2 		$1.27M Sell
12,997
-76
-0.6% -$7.26K 0.28% 96
2023
Q1 		$1.27M Buy
13,073
+1,187
+10% +$118K 0.29% 86
2022
Q4 		$1.2M Sell
11,886
-1,187
-9% -$112K 0.27% 84
2022
Q3 		$1.08M Hold
13,073
– – 0.28% 82
2022
Q2 		$1.29M Buy
13,073
+1,187
+10% +$121K 0.32% 70
2022
Q1 		$1.12M Sell
11,886
-114
-1% -$11.4K 0.24% 101
2021
Q4 		$1.14M Buy
12,000
+2,600
+28% +$243K 0.24% 105
2021
Q3 		$891K Sell
9,400
-1,101
-10% -$111K 0.21% 118
2021
Q2 		$1.04M Hold
10,501
– – 0.25% 104
2021
Q1 		$932K Sell
10,501
-145
-1% -$12.3K 0.23% 107
2020
Q4 		$881K Hold
10,646
– – 0.24% 106
2020
Q3 		$798K Buy
+10,646
New +$821K 0.26% 104
2020
Q2 		– Sell
-11,643
Closed -$849K – 167
2020
Q1 		$849K Hold
11,643
– – 0.31% 75
2019
Q4 		$990K Buy
11,643
+243
+2% +$20K 0.21% 88
2019
Q3 		$866K Sell
11,400
-600
-5% -$47.5K 0.27% 90
2019
Q2 		$943K Buy
+12,000
New +$991K 0.26% 103

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

MidWestOne Financial Group's PM Position: Q4 2025 in Review

MidWestOne Financial Group reduced its Philip Morris (PM) stake by 1.1% in Q4 2025, selling an estimated $22.5K and leaving 12,680 shares worth $2.03M. The position accounts for 0.23% of the portfolio, ranked #91.

MidWestOne Financial Group first reported a position in PM in Q2 2019 and has held it in 26 quarters since. The position peaked at $2.34M in Q2 2025. 2,806 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • MidWestOne Financial Group held 12,680 shares of Philip Morris worth $2.03M as of Q4 2025.
  • MidWestOne Financial Group sold 145 Philip Morris shares in Q4 2025, an estimated $22.5K.
  • Philip Morris made up 0.23% of MidWestOne Financial Group's portfolio in Q4 2025, its #91 holding.
  • MidWestOne Financial Group first reported a position in Philip Morris in Q2 2019 and has held it in 26 quarters since.
  • MidWestOne Financial Group's Philip Morris position peaked at $2.34M in Q2 2025.
  • 2,806 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.