Zions Bancorporation, National Association’s Philip Morris PM Stock Holding History

Zions Bancorporation, National Association’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	$5.33M	Sell	32,260 -11,052	-26%	-$1.92M	0.34%	50
2025 Q4	$6.95M	Buy	43,312 +13,367	+45%	+$2.07M	0.32%	48
2025 Q3	$4.86M	Sell	29,945 -1,232	-4%	-$207K	0.24%	72
2025 Q2	$5.68M	Sell	31,177 -37,383	-55%	-$6.42M	0.3%	65
2025 Q1	$10.9M	Buy	+68,560	New	+$9.71M	0.69%	22

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

Zions Bancorporation, National Association's PM Position: Q1 2026 in Review

Zions Bancorporation, National Association reduced its Philip Morris (PM) stake by 26% in Q1 2026, selling an estimated $1.92M and leaving 32,260 shares worth $5.33M. The position accounts for 0.34% of the portfolio, ranked #50.

Zions Bancorporation, National Association first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $10.9M in Q1 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Zions Bancorporation, National Association held 32,260 shares of Philip Morris worth $5.33M as of Q1 2026.
Zions Bancorporation, National Association sold 11,052 Philip Morris shares in Q1 2026, an estimated $1.92M.
Philip Morris made up 0.34% of Zions Bancorporation, National Association's portfolio in Q1 2026, its #50 holding.
Zions Bancorporation, National Association first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
Zions Bancorporation, National Association's Philip Morris position peaked at $10.9M in Q1 2025.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q1 2026, filed 8 May 2026.