WhitTier Trust Company’s Philip Morris PM Stock Holding History

WhitTier 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	$25.6M	Sell	159,358 -39,640	-20%	-$6.89M	0.52%	41
2025 Q4	$30.9M	Buy	198,998 +3,389	+2%	+$525K	0.64%	31
2025 Q3	$30M	Buy	195,609 +4,087	+2%	+$688K	0.64%	34
2025 Q2	$34.9M	Buy	191,522 +3,703	+2%	+$636K	0.79%	24
2025 Q1	$29.8M	Buy	187,819 +1,900	+1%	+$269K	0.75%	26
2024 Q4	$22.4M	Buy	185,919 +6,585	+4%	+$831K	0.55%	41
2024 Q3	$21.8M	Buy	179,334 +37,170	+26%	+$4.32M	0.56%	42
2024 Q2	$14.4M	Sell	142,164 -619	-0.4%	-$60.5K	0.4%	56
2024 Q1	$13.1M	Buy	142,783 +2,580	+2%	+$238K	0.38%	66
2023 Q4	$13.2M	Buy	140,203 +637	+0.5%	+$58.7K	0.42%	54
2023 Q3	$12.9M	Sell	139,566 -930	-0.7%	-$89.5K	0.46%	51
2023 Q2	$13.7M	Buy	140,496 +20,225	+17%	+$1.93M	0.46%	50
2023 Q1	$11.7M	Buy	120,271 +1,901	+2%	+$189K	0.43%	55
2022 Q4	$12M	Buy	118,370 +639	+0.5%	+$60.3K	0.47%	54
2022 Q3	$9.77M	Buy	117,731 +5,592	+5%	+$533K	0.42%	60
2022 Q2	$11.1M	Buy	112,139 +6,899	+7%	+$703K	0.46%	50
2022 Q1	$9.89M	Buy	105,240 +6,009	+6%	+$601K	0.36%	66
2021 Q4	$9.43M	Buy	99,231 +1,794	+2%	+$168K	0.34%	71
2021 Q3	$9.24M	Buy	97,437 +3,728	+4%	+$375K	0.38%	64
2021 Q2	$9.29M	Sell	93,709 -1,672	-2%	-$160K	0.39%	65
2021 Q1	$8.46M	Buy	95,381 +6,254	+7%	+$531K	0.38%	69
2020 Q4	$7.38M	Sell	89,127 -320	-0.4%	-$24.9K	0.37%	69
2020 Q3	$6.71M	Sell	89,447 -1,810	-2%	-$140K	0.39%	63
2020 Q2	$6.39M	Sell	91,257 -8,881	-9%	-$648K	0.4%	66
2020 Q1	$7.3M	Buy	100,138 +4,022	+4%	+$331K	0.56%	47
2019 Q4	$8.18M	Buy	96,116 +4,298	+5%	+$354K	0.52%	54
2019 Q3	$6.97M	Buy	91,818 +1,249	+1%	+$99K	0.49%	55
2019 Q2	$7.11M	Buy	90,569 +2,417	+3%	+$200K	0.51%	54
2019 Q1	$7.79M	Buy	88,152 +17,893	+25%	+$1.44M	0.58%	48
2018 Q4	$4.69M	Buy	70,259 +4,955	+8%	+$414K	0.39%	66
2018 Q3	$5.33M	Sell	65,304 -2,730	-4%	-$224K	0.39%	69
2018 Q2	$5.49M	Sell	68,034 -884	-1%	-$75K	0.43%	61
2018 Q1	$6.85M	Buy	68,918 +2,840	+4%	+$296K	0.56%	53
2017 Q4	$6.98M	Buy	66,078 +396	+0.6%	+$42.2K	0.6%	51
2017 Q3	$7.29M	Sell	65,682 -591	-0.9%	-$68.8K	0.68%	42
2017 Q2	$7.78M	Sell	66,273 -206	-0.3%	-$23.9K	0.75%	31
2017 Q1	$7.51M	Buy	66,479 +4,367	+7%	+$451K	0.75%	35
2016 Q4	$5.68M	Buy	62,112 +11,361	+22%	+$1.05M	0.6%	47
2016 Q3	$4.93M	Sell	50,751 -676	-1%	-$67.7K	0.56%	55
2016 Q2	$5.23M	Sell	51,427 -706	-1%	-$70.4K	0.6%	51
2016 Q1	$5.12M	Sell	52,133 -1,932	-4%	-$177K	0.6%	51
2015 Q4	$4.75M	Sell	54,065 -1,998	-4%	-$173K	0.56%	54
2015 Q3	$4.45M	Sell	56,063 -2,664	-5%	-$219K	0.54%	57
2015 Q2	$4.71M	Sell	58,727 -754	-1%	-$62K	0.52%	61
2015 Q1	$4.48M	Buy	59,481 +1,234	+2%	+$100K	0.5%	67
2014 Q4	$4.74M	Sell	58,247 -170	-0.3%	-$14.6K	0.53%	60
2014 Q3	$4.87M	Sell	58,417 -998	-2%	-$84.4K	0.56%	59
2014 Q2	$5.01M	Sell	59,415 -946	-2%	-$81.4K	0.56%	58
2014 Q1	$4.94M	Buy	60,361 +664	+1%	+$53.6K	0.58%	58
2013 Q4	$5.2M	Sell	59,697 -1,197	-2%	-$105K	0.63%	55
2013 Q3	$5.27M	Sell	60,894 -7,104	-10%	-$621K	0.71%	40
2013 Q2	$5.89M	Buy	+67,998	New	+$6.32M	0.85%	30

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

WhitTier Trust Company's PM Position: Q1 2026 in Review

WhitTier Trust Company reduced its Philip Morris (PM) stake by 20% in Q1 2026, selling an estimated $6.89M and leaving 159,358 shares worth $25.6M. The position accounts for 0.52% of the portfolio, ranked #41.

WhitTier Trust Company first reported a position in PM in Q2 2013 and has held it in 52 quarters since. The position peaked at $34.9M in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

WhitTier Trust Company held 159,358 shares of Philip Morris worth $25.6M as of Q1 2026.
WhitTier Trust Company sold 39,640 Philip Morris shares in Q1 2026, an estimated $6.89M.
Philip Morris made up 0.52% of WhitTier Trust Company's portfolio in Q1 2026, its #41 holding.
WhitTier Trust Company first reported a position in Philip Morris in Q2 2013 and has held it in 52 quarters since.
WhitTier Trust Company's Philip Morris position peaked at $34.9M in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.