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Sanibel Captiva Trust Company’s Philip Morris PM Stock Holding History

Sanibel Captiva 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
2026
Q2 		$7.49M Buy
41,396
+5,464
+15% +$948K 0.19% 107
2026
Q1 		$5.94M Buy
35,932
+8,739
+32% +$1.52M 0.17% 111
2025
Q4 		$4.36M Buy
27,193
+3,445
+15% +$534K 0.12% 131
2025
Q3 		$3.85M Buy
23,748
+235
+1% +$39.5K 0.11% 140
2025
Q2 		$4.28M Sell
23,513
-65
-0.3% -$11.2K 0.13% 128
2025
Q1 		$3.74M Sell
23,578
-880
-4% -$125K 0.12% 131
2024
Q4 		$2.94M Buy
24,458
+1,838
+8% +$232K 0.09% 140
2024
Q3 		$2.75M Sell
22,620
-2,496
-10% -$290K 0.09% 145
2024
Q2 		$2.55M Buy
25,116
+3,321
+15% +$325K 0.09% 140
2024
Q1 		$2M Sell
21,795
-2,008
-8% -$185K 0.07% 154
2023
Q4 		$2.24M Buy
+23,803
New +$2.19M 0.08% 139

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sanibel Captiva Trust Company's PM Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its Philip Morris (PM) stake by 15% in Q2 2026, buying an estimated $948K and bringing the position to 41,396 shares worth $7.49M. The position accounts for 0.19% of the portfolio, ranked #107.

Sanibel Captiva Trust Company first reported a position in PM in Q4 2023 and has held it in 11 quarters since. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Sanibel Captiva Trust Company held 41,396 shares of Philip Morris worth $7.49M as of Q2 2026.
  • Sanibel Captiva Trust Company bought 5,464 Philip Morris shares in Q2 2026, an estimated $948K.
  • Philip Morris made up 0.19% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #107 holding.
  • Sanibel Captiva Trust Company first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.