Old Point Trust & Financial Services N A’s Philip Morris PM Stock Holding History

Old Point Trust & Financial Services N A’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	$2.39M	Buy	13,186 +257	+2%	+$44.6K	0.72%	46
2026 Q1	$2.14M	Sell	12,929 -620	-5%	-$108K	0.69%	46
2025 Q4	$2.17M	Buy	13,549 +664	+5%	+$103K	0.68%	42
2025 Q3	$2.09M	Sell	12,885 -175	-1%	-$29.4K	0.68%	37
2025 Q2	$2.38M	Sell	13,060 -100	-0.8%	-$17.2K	0.83%	31
2025 Q1	$2.09M	Buy	13,160 +900	+7%	+$127K	0.73%	36
2024 Q4	$1.48M	Hold	12,260	–	–	0.52%	47
2024 Q3	$1.49M	Sell	12,260 -100	-0.8%	-$11.6K	0.53%	44
2024 Q2	$1.25M	Sell	12,360 -68	-0.5%	-$6.65K	0.49%	45
2024 Q1	$1.14M	Sell	12,428 -55	-0.4%	-$5.07K	0.41%	47
2023 Q4	$1.17M	Sell	12,483 -306	-2%	-$28.2K	0.47%	43
2023 Q3	$1.18M	Hold	12,789	–	–	0.53%	42
2023 Q2	$1.25M	Sell	12,789 -365	-3%	-$34.9K	0.52%	42
2023 Q1	$1.28M	Buy	13,154 +400	+3%	+$39.9K	0.56%	41
2022 Q4	$1.29M	Hold	12,754	–	–	0.6%	38
2022 Q3	$1.06M	Sell	12,754 -877	-6%	-$83.6K	0.53%	41
2022 Q2	$1.35M	Buy	13,631 +783	+6%	+$79.8K	0.62%	37
2022 Q1	$1.21M	Sell	12,848 -750	-6%	-$75K	0.49%	48
2021 Q4	$1.29M	Sell	13,598 -100	-0.7%	-$9.35K	0.52%	46
2021 Q3	$1.3M	Sell	13,698 -250	-2%	-$25.1K	0.58%	43
2021 Q2	$1.38M	Sell	13,948 -159	-1%	-$15.3K	0.61%	43
2021 Q1	$1.25M	Hold	14,107	–	–	0.58%	44
2020 Q4	$1.17M	Sell	14,107 -450	-3%	-$35K	0.6%	44
2020 Q3	$1.09M	Hold	14,557	–	–	0.6%	43
2020 Q2	$1.02M	Sell	14,557 -180	-1%	-$13.1K	0.56%	44
2020 Q1	$1.07M	Sell	14,737 -15	-0.1%	-$1.23K	0.68%	41
2019 Q4	$1.25M	Sell	14,752 -530	-3%	-$43.7K	0.58%	47
2019 Q3	$1.16M	Sell	15,282 -50	-0.3%	-$3.96K	0.56%	44
2019 Q2	$1.2M	Sell	15,332 -65	-0.4%	-$5.37K	0.61%	43
2019 Q1	$1.36M	Buy	15,397 +125	+0.8%	+$10.1K	0.71%	40
2018 Q4	$1.02M	Hold	15,272	–	–	0.6%	44
2018 Q3	$1.25M	Sell	15,272 -279	-2%	-$22.9K	0.64%	45
2018 Q2	$1.25M	Sell	15,551 -219	-1%	-$18.6K	0.69%	41
2018 Q1	$1.57M	Sell	15,770 -100	-0.6%	-$10.4K	0.89%	38
2017 Q4	$1.68M	Sell	15,870 -50	-0.3%	-$5.33K	0.91%	38
2017 Q3	$1.77M	Sell	15,920 -56	-0.4%	-$6.52K	0.99%	36
2017 Q2	$1.88M	Hold	15,976	–	–	1.09%	35
2017 Q1	$1.8M	Sell	15,976 -2,572	-14%	-$265K	1.04%	35
2016 Q4	$1.7M	Buy	18,548 +2,522	+16%	+$234K	1.02%	34
2016 Q3	$1.56M	Sell	16,026 -52	-0.3%	-$5.21K	0.96%	38
2016 Q2	$1.64M	Buy	16,078 +50	+0.3%	+$4.99K	1.02%	36
2016 Q1	$1.57M	Sell	16,028 -450	-3%	-$41.3K	0.98%	37
2015 Q4	$1.45M	Sell	16,478 -2	-0%	-$174	0.94%	38
2015 Q3	$1.31M	Hold	16,480	–	–	0.93%	36
2015 Q2	$1.32M	Hold	16,480	–	–	0.86%	36
2015 Q1	$1.24M	Sell	16,480 -725	-4%	-$58.8K	0.8%	40
2014 Q4	$1.4M	Hold	17,205	–	–	0.84%	37
2014 Q3	$1.44M	Sell	17,205 -200	-1%	-$16.9K	0.86%	38
2014 Q2	$1.47M	Buy	17,405 +250	+1%	+$21.5K	0.88%	37
2014 Q1	$1.41M	Buy	17,155 +1,000	+6%	+$80.8K	0.88%	37
2013 Q4	$1.41M	Hold	16,155	–	–	0.92%	36
2013 Q3	$1.4M	Sell	16,155 -24	-0.1%	-$2.1K	0.97%	36
2013 Q2	$1.4M	Buy	+16,179	New	+$1.5M	1%	36

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

Old Point Trust & Financial Services N A's PM Position: Q2 2026 in Review

Old Point Trust & Financial Services N A increased its Philip Morris (PM) stake by 2% in Q2 2026, buying an estimated $44.6K and bringing the position to 13,186 shares worth $2.39M. The position accounts for 0.72% of the portfolio, ranked #46.

Old Point Trust & Financial Services N A first reported a position in PM in Q2 2013 and has held it in 53 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Old Point Trust & Financial Services N A held 13,186 shares of Philip Morris worth $2.39M as of Q2 2026.
Old Point Trust & Financial Services N A bought 257 Philip Morris shares in Q2 2026, an estimated $44.6K.
Philip Morris made up 0.72% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #46 holding.
Old Point Trust & Financial Services N A first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.