Pioneer Trust Bank’s Philip Morris PM Stock Holding History

Pioneer Trust 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	–	Sell	-1,268	Closed	-$203K	–	86
2025 Q4	$203K	Hold	1,268	–	–	0.05%	75
2025 Q3	$206K	Buy	+1,268	New	+$213K	0.05%	78
2021 Q2	–	Sell	-2,528	Closed	-$224K	–	74
2021 Q1	$224K	Hold	2,528	–	–	0.06%	69
2020 Q4	$209K	Buy	+2,528	New	+$197K	0.06%	70
2018 Q2	–	Sell	-2,475	Closed	-$246K	–	78
2018 Q1	$246K	Sell	2,475 -92	-4%	-$9.58K	0.13%	69
2017 Q4	$271K	Hold	2,567	–	–	0.13%	70
2017 Q3	$285K	Hold	2,567	–	–	0.15%	67
2017 Q2	$302K	Sell	2,567 -189	-7%	-$21.9K	0.17%	61
2017 Q1	$311K	Buy	2,756 +190	+7%	+$19.6K	0.18%	61
2016 Q4	$235K	Sell	2,566 -2,000	-44%	-$185K	0.14%	66
2016 Q3	$444K	Hold	4,566	–	–	0.27%	51
2016 Q2	$465K	Hold	4,566	–	–	0.28%	52
2016 Q1	$448K	Buy	4,566 +11	+0.2%	+$1.01K	0.28%	53
2015 Q4	$400K	Hold	4,555	–	–	0.26%	51
2015 Q3	$361K	Sell	4,555 -2,992	-40%	-$246K	0.25%	54
2015 Q2	$605K	Sell	7,547 -107	-1%	-$8.8K	0.39%	45
2015 Q1	$577K	Buy	7,654 +599	+8%	+$48.6K	0.37%	47
2014 Q4	$574K	Buy	+7,055	New	+$606K	0.38%	46

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pioneer Trust Bank's PM Position: Q1 2026 in Review

Pioneer Trust Bank sold out of Philip Morris (PM) in Q1 2026, closing a stake of 1,268 shares — an estimated $203K sold.

Pioneer Trust Bank first reported a position in PM in Q4 2014 and held it in 18 quarters. The position peaked at $605K in Q2 2015. 2,865 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Pioneer Trust Bank reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
Pioneer Trust Bank sold 1,268 Philip Morris shares in Q1 2026, an estimated $203K.
Pioneer Trust Bank first reported a position in Philip Morris in Q4 2014 and held it in 18 quarters.
Pioneer Trust Bank's Philip Morris position peaked at $605K in Q2 2015.
2,865 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Pioneer Trust Bank's 13F filing for Q1 2026, filed 29 Apr 2026.