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Morton Community Bank’s Philip Morris PM Stock Holding History

Morton Community Bank’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 		$5.21M Buy
31,488
+385
+1% +$66.9K 1.13% 31
2025
Q4 		$5.58M Sell
31,103
-165
-0.5% -$25.6K 1.21% 21
2025
Q3 		$4.51M Buy
31,268
+579
+2% +$97.4K 1.04% 37
2025
Q2 		$5.59M Sell
30,689
-675
-2% -$116K 1.39% 10
2025
Q1 		$4.98M Sell
31,364
-1,665
-5% -$236K 1.3% 16
2024
Q4 		$3.98M Sell
33,029
-219
-0.7% -$27.6K 1.05% 27
2024
Q3 		$4.04M Sell
33,248
-600
-2% -$69.7K 1.05% 33
2024
Q2 		$3.43M Buy
33,848
+1,941
+6% +$190K 0.97% 39
2024
Q1 		$2.92M Buy
31,907
+1,860
+6% +$172K 0.84% 70
2023
Q4 		$2.83M Buy
+30,047
New +$2.77M 0.92% 50

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

Morton Community Bank's PM Position: Q1 2026 in Review

Morton Community Bank increased its Philip Morris (PM) stake by 1.2% in Q1 2026, buying an estimated $66.9K and bringing the position to 31,488 shares worth $5.21M. The position accounts for 1.13% of the portfolio, ranked #31.

Morton Community Bank first reported a position in PM in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.59M in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Morton Community Bank held 31,488 shares of Philip Morris worth $5.21M as of Q1 2026.
  • Morton Community Bank bought 385 Philip Morris shares in Q1 2026, an estimated $66.9K.
  • Philip Morris made up 1.13% of Morton Community Bank's portfolio in Q1 2026, its #31 holding.
  • Morton Community Bank first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
  • Morton Community Bank's Philip Morris position peaked at $5.59M in Q2 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.