United Southern Bank - Trust Department’s Philip Morris PM Stock Holding History

United Southern Bank - Trust Department’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 Q3	$1.63M	Buy	+8,542	New	+$1.61M	1.18%	17

Other funds holding PM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

United Southern Bank - Trust Department's PM Position: Q3 2026 in Review

United Southern Bank - Trust Department opened a new position in Philip Morris (PM) in Q3 2026: 8,542 shares worth $1.63M. The stake represents 1.18% of the portfolio and ranks #17 among its holdings.

2,668 funds tracked by Wall St. Rank hold PM as of Q3 2026.

United Southern Bank - Trust Department held 8,542 shares of Philip Morris worth $1.63M as of Q3 2026.
Philip Morris was a new United Southern Bank - Trust Department position in Q3 2026.
Philip Morris made up 1.18% of United Southern Bank - Trust Department's portfolio in Q3 2026, its #17 holding.
2,668 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on United Southern Bank - Trust Department's 13F filing for Q3 2026, filed 13 Nov 2026.