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 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sanibel Captiva Trust Company's PM Position: Q1 2026 in Review

Sanibel Captiva Trust Company increased its Philip Morris (PM) stake by 32% in Q1 2026, buying an estimated $1.52M and bringing the position to 35,932 shares worth $5.94M. The position accounts for 0.17% of the portfolio, ranked #111.

Sanibel Captiva Trust Company first reported a position in PM in Q4 2023 and has held it in 10 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Sanibel Captiva Trust Company held 35,932 shares of Philip Morris worth $5.94M as of Q1 2026.
Sanibel Captiva Trust Company bought 8,739 Philip Morris shares in Q1 2026, an estimated $1.52M.
Philip Morris made up 0.17% of Sanibel Captiva Trust Company's portfolio in Q1 2026, its #111 holding.
Sanibel Captiva Trust Company first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.