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Riverview Trust Company’s Philip Morris PM Stock Holding History

Riverview Trust Company’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
2025
Q2 		– Sell
-705
Closed -$112K – 493
2025
Q1 		$112K Sell
705
-32
-4% -$4.53K 0.11% 144
2024
Q4 		$88.7K Buy
737
+5
+0.7% +$631 0.08% 171
2024
Q3 		$88.9K Buy
732
+429
+142% +$49.8K 0.08% 177
2024
Q2 		$30.7K Sell
303
-498
-62% -$48.7K 0.03% 303
2024
Q1 		$73.4K Buy
+801
New +$73.9K 0.06% 198
2023
Q4 		– Sell
-729
Closed -$67.5K – 492
2023
Q3 		$67.5K Buy
729
+5
+0.7% +$481 0.06% 197
2023
Q2 		$70.7K Buy
724
+517
+250% +$49.4K 0.06% 166
2023
Q1 		$20.1K Hold
207
– – 0.02% 343
2022
Q4 		$21K Sell
207
-292
-59% -$27.6K 0.02% 331
2022
Q3 		$41K Sell
499
-124
-20% -$11.8K 0.04% 236
2022
Q2 		$62K Sell
623
-528
-46% -$53.8K 0.05% 182
2022
Q1 		$108K Buy
+1,151
New +$115K 0.08% 145
2020
Q1 		– Sell
-1,402
Closed -$119K – 278
2019
Q4 		$119K Hold
1,402
– – 0.08% 135
2019
Q3 		$106K Hold
1,402
– – 0.07% 134
2019
Q2 		$110K Sell
1,402
-196
-12% -$16.2K 0.08% 130
2019
Q1 		$141K Buy
1,598
+196
+14% +$15.8K 0.11% 114
2018
Q4 		$94K Buy
+1,402
New +$117K 0.07% 124

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Riverview Trust Company's PM Position: Q2 2025 in Review

Riverview Trust Company sold out of Philip Morris (PM) in Q2 2025, closing a stake of 705 shares — an estimated $112K sold.

Riverview Trust Company first reported a position in PM in Q4 2018 and held it in 17 quarters. The position peaked at $141K in Q1 2019. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • Riverview Trust Company reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
  • Riverview Trust Company sold 705 Philip Morris shares in Q2 2025, an estimated $112K.
  • Riverview Trust Company first reported a position in Philip Morris in Q4 2018 and held it in 17 quarters.
  • Riverview Trust Company's Philip Morris position peaked at $141K in Q1 2019.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.