UCB
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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
Q2 		$2.7M Buy
14,937
+522
+4% +$90.5K 0.84% 27
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
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 $3.37T AUM 44.26% 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

United Community Bank's PM Position: Q2 2026 in Review

United Community Bank increased its Philip Morris (PM) stake by 3.6% in Q2 2026, buying an estimated $90.5K and bringing the position to 14,937 shares worth $2.7M. The position accounts for 0.84% of the portfolio, ranked #27.

United Community Bank first reported a position in PM in Q4 2021 and has held it in 19 quarters since. 2,928 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • United Community Bank held 14,937 shares of Philip Morris worth $2.7M as of Q2 2026.
  • United Community Bank bought 522 Philip Morris shares in Q2 2026, an estimated $90.5K.
  • Philip Morris made up 0.84% of United Community Bank's portfolio in Q2 2026, its #27 holding.
  • United Community Bank first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
  • 2,928 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on United Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.