PFBT
PM icon

Parkside Financial Bank & Trust’s Philip Morris PM Stock Holding History

Parkside Financial Bank & 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
Q1 		$2.24M Sell
13,520
-260
-2% -$45.2K 0.17% 96
2025
Q4 		$2.21M Buy
13,780
+621
+5% +$96.2K 0.17% 95
2025
Q3 		$2.13M Buy
13,159
+122
+0.9% +$20.5K 0.16% 92
2025
Q2 		$2.37M Buy
13,037
+968
+8% +$166K 0.26% 79
2025
Q1 		$1.92M Sell
12,069
-236
-2% -$33.4K 0.24% 81
2024
Q4 		$1.48M Buy
12,305
+1,819
+17% +$229K 0.2% 92
2024
Q3 		$1.27M Sell
10,486
-191
-2% -$22.2K 0.18% 98
2024
Q2 		$1.08M Sell
10,677
-211
-2% -$20.6K 0.17% 98
2024
Q1 		$998K Sell
10,888
-216
-2% -$19.9K 0.16% 109
2023
Q4 		$1.04M Buy
11,104
+548
+5% +$50.5K 0.19% 91
2023
Q3 		$977K Sell
10,556
-98
-0.9% -$9.43K 0.23% 82
2023
Q2 		$1.04M Buy
10,654
+794
+8% +$75.9K 0.25% 71
2023
Q1 		$959K Buy
9,860
+138
+1% +$13.8K 0.26% 66
2022
Q4 		$984K Buy
9,722
+54
+0.6% +$5.1K 0.28% 61
2022
Q3 		$803K Buy
9,668
+46
+0.5% +$4.39K 0.26% 67
2022
Q2 		$950K Buy
9,622
+132
+1% +$13.5K 0.29% 58
2022
Q1 		$891K Sell
9,490
-795
-8% -$79.5K 0.24% 69
2021
Q4 		$977K Buy
10,285
+774
+8% +$72.3K 0.24% 72
2021
Q3 		$902K Buy
9,511
+1,456
+18% +$146K 0.27% 56
2021
Q2 		$799K Buy
8,055
+216
+3% +$20.7K 0.23% 64
2021
Q1 		$695K Buy
7,839
+68
+0.9% +$5.78K 0.21% 71
2020
Q4 		$644K Buy
7,771
+129
+2% +$10K 0.2% 74
2020
Q3 		$573K Sell
7,642
-1,204
-14% -$92.9K 0.2% 76
2020
Q2 		$620K Buy
8,846
+50
+0.6% +$3.65K 0.2% 77
2020
Q1 		$642K Sell
8,796
-497
-5% -$40.9K 0.24% 58
2019
Q4 		$790K Buy
9,293
+677
+8% +$55.8K 0.23% 67
2019
Q3 		$654K Buy
8,616
+387
+5% +$30.7K 0.21% 72
2019
Q2 		$646K Sell
8,229
-13
-0.2% -$1.07K 0.21% 71
2019
Q1 		$729K Buy
8,242
+547
+7% +$44.1K 0.25% 66
2018
Q4 		$514K Sell
7,695
-237
-3% -$19.8K 0.18% 82
2018
Q3 		$647K Buy
7,932
+1,278
+19% +$105K 0.22% 74
2018
Q2 		$537K Buy
6,654
+211
+3% +$17.9K 0.2% 81
2018
Q1 		$641K Buy
6,443
+81
+1% +$8.44K 0.24% 70
2017
Q4 		$673K Buy
6,362
+597
+10% +$63.6K 0.25% 70
2017
Q3 		$640K Sell
5,765
-62
-1% -$7.22K 0.25% 70
2017
Q2 		$684K Sell
5,827
-579
-9% -$67.1K 0.28% 62
2017
Q1 		$724K Sell
6,406
-97
-1% -$10K 0.31% 60
2016
Q4 		$595K Buy
6,503
+584
+10% +$54.1K 0.26% 77
2016
Q3 		$575K Buy
5,919
+364
+7% +$36.5K 0.26% 72
2016
Q2 		$565K Sell
5,555
-445
-7% -$44.4K 0.28% 70
2016
Q1 		$589K Sell
6,000
-132
-2% -$12.1K 0.3% 72
2015
Q4 		$539K Buy
6,132
+78
+1% +$6.77K 0.27% 69
2015
Q3 		$481K Sell
6,054
-4,805
-44% -$395K 0.27% 70
2015
Q2 		$871K Sell
10,859
-365
-3% -$30K 0.46% 49
2015
Q1 		$846K Buy
11,224
+669
+6% +$54.3K 0.45% 52
2014
Q4 		$860K Sell
10,555
-2,558
-20% -$220K 0.48% 55
2014
Q3 		$1.09M Buy
13,113
+405
+3% +$34.3K 0.66% 42
2014
Q2 		$1.07M Sell
12,708
-1,396
-10% -$120K 0.64% 46
2014
Q1 		$1.15M Sell
14,104
-1,012
-7% -$81.8K 0.72% 38
2013
Q4 		$1.32M Sell
15,116
-728
-5% -$63.6K 0.89% 34
2013
Q3 		$1.37M Sell
15,844
-2,151
-12% -$188K 1.07% 23
2013
Q2 		$1.56M Buy
+17,995
New +$1.67M 1.23% 21

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

Parkside Financial Bank & Trust's PM Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its Philip Morris (PM) stake by 1.9% in Q1 2026, selling an estimated $45.2K and leaving 13,520 shares worth $2.24M. The position accounts for 0.17% of the portfolio, ranked #96.

Parkside Financial Bank & Trust first reported a position in PM in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.37M in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Parkside Financial Bank & Trust held 13,520 shares of Philip Morris worth $2.24M as of Q1 2026.
  • Parkside Financial Bank & Trust sold 260 Philip Morris shares in Q1 2026, an estimated $45.2K.
  • Philip Morris made up 0.17% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #96 holding.
  • Parkside Financial Bank & Trust first reported a position in Philip Morris in Q2 2013 and has held it in 52 quarters since.
  • Parkside Financial Bank & Trust's Philip Morris position peaked at $2.37M in Q2 2025.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.