WoodTrust Financial’s Philip Morris PM Stock Holding History

WoodTrust Financial’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	$673K	Buy	+3,722	New	+$646K	0.08%	106
2018 Q4	–	Sell	-39,839	Closed	-$3.25M	–	76
2018 Q3	$3.25M	Buy	39,839 +2,094	+6%	+$172K	1.57%	21
2018 Q2	$3.05M	Buy	37,745 +8,319	+28%	+$706K	1.6%	18
2018 Q1	$2.92M	Buy	29,426 +2,030	+7%	+$211K	1.57%	19
2017 Q4	$2.89M	Buy	+27,396	New	+$2.92M	1.54%	21

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WoodTrust Financial's PM Position: Q2 2026 in Review

WoodTrust Financial opened a new position in Philip Morris (PM) in Q2 2026: 3,722 shares worth $673K. The stake represents 0.08% of the portfolio and ranks #106 among its holdings. This is a return to the name: WoodTrust Financial previously reported a position in PM as recently as Q3 2018.

WoodTrust Financial first reported a position in PM in Q4 2017 and has held it in 5 quarters since. The position peaked at $3.25M in Q3 2018. 2,931 funds tracked by Wall St. Rank hold PM as of Q2 2026.

WoodTrust Financial held 3,722 shares of Philip Morris worth $673K as of Q2 2026.
Philip Morris was a new WoodTrust Financial position in Q2 2026.
Philip Morris made up 0.08% of WoodTrust Financial's portfolio in Q2 2026, its #106 holding.
WoodTrust Financial first reported a position in Philip Morris in Q4 2017 and has held it in 5 quarters since.
WoodTrust Financial's Philip Morris position peaked at $3.25M in Q3 2018.
2,931 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.