United Community Bank’s Philip Morris PM Stock Holding History

United Community 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	$2.38M	Buy	14,415 +262	+2%	+$45.5K	0.79%	28
2025 Q4	$2.27M	Sell	14,153 -820	-5%	-$127K	0.86%	23
2025 Q3	$2.43M	Buy	14,973 +5,671	+61%	+$954K	0.75%	27
2025 Q2	$1.69M	Sell	9,302 -591	-6%	-$101K	0.58%	42
2025 Q1	$1.57M	Sell	9,893 -345	-3%	-$48.9K	0.59%	47
2024 Q4	$1.23M	Sell	10,238 -385	-4%	-$48.6K	0.48%	53
2024 Q3	$1.29M	Buy	10,623 +574	+6%	+$66.7K	0.5%	48
2024 Q2	$1.02M	Buy	10,049 +680	+7%	+$66.5K	0.41%	62
2024 Q1	$858K	Sell	9,369 -1,042	-10%	-$96.1K	0.33%	74
2023 Q4	$979K	Buy	10,411 +81	+0.8%	+$7.46K	0.41%	63
2023 Q3	$956K	Buy	10,330 +8,037	+351%	+$774K	0.47%	57
2023 Q2	$224K	Hold	2,293	–	–	0.2%	79
2023 Q1	$223K	Hold	2,293	–	–	0.21%	71
2022 Q4	$232K	Hold	2,293	–	–	0.22%	67
2022 Q3	$190K	Hold	2,293	–	–	0.2%	76
2022 Q2	$226K	Sell	2,293 -760	-25%	-$77.5K	0.24%	69
2022 Q1	$287K	Buy	3,053 +160	+6%	+$16K	0.29%	63
2021 Q4	$275K	Buy	+2,893	New	+$270K	0.27%	73

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

United Community Bank's PM Position: Q1 2026 in Review

United Community Bank increased its Philip Morris (PM) stake by 1.9% in Q1 2026, buying an estimated $45.5K and bringing the position to 14,415 shares worth $2.38M. The position accounts for 0.79% of the portfolio, ranked #28.

United Community Bank first reported a position in PM in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.43M in Q3 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

United Community Bank held 14,415 shares of Philip Morris worth $2.38M as of Q1 2026.
United Community Bank bought 262 Philip Morris shares in Q1 2026, an estimated $45.5K.
Philip Morris made up 0.79% of United Community Bank's portfolio in Q1 2026, its #28 holding.
United Community Bank first reported a position in Philip Morris in Q4 2021 and has held it in 18 quarters since.
United Community Bank's Philip Morris position peaked at $2.43M in Q3 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.