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Omnitrust Wealth Management’s Philip Morris PM Stock Holding History

Omnitrust Wealth Management’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 		$245K Buy
+1,481
New +$257K 0.32% 48
2025
Q2 		$269K Buy
+1,486
New +$255K 0.32% 48

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Omnitrust Wealth Management's PM Position: Q1 2026 in Review

Omnitrust Wealth Management opened a new position in Philip Morris (PM) in Q1 2026: 1,481 shares worth $245K. The stake represents 0.32% of the portfolio and ranks #48 among its holdings. This is a return to the name: Omnitrust Wealth Management previously reported a position in PM as recently as Q2 2025.

Omnitrust Wealth Management first reported a position in PM in Q2 2025 and has held it in 2 quarters since. The position peaked at $269K in Q2 2025. 2,868 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Omnitrust Wealth Management held 1,481 shares of Philip Morris worth $245K as of Q1 2026.
  • Philip Morris was a new Omnitrust Wealth Management position in Q1 2026.
  • Philip Morris made up 0.32% of Omnitrust Wealth Management's portfolio in Q1 2026, its #48 holding.
  • Omnitrust Wealth Management first reported a position in Philip Morris in Q2 2025 and has held it in 2 quarters since.
  • Omnitrust Wealth Management's Philip Morris position peaked at $269K in Q2 2025.
  • 2,868 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.