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 Q2	$7.5M	Buy	41,457 +9,197	+29%	+$1.6M	0.45%	32
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 $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

Zions Bancorporation, National Association's PM Position: Q2 2026 in Review

Zions Bancorporation, National Association increased its Philip Morris (PM) stake by 29% in Q2 2026, buying an estimated $1.6M and bringing the position to 41,457 shares worth $7.5M. The position accounts for 0.45% of the portfolio, ranked #32.

Zions Bancorporation, National Association first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.9M in Q1 2025. 2,930 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Zions Bancorporation, National Association held 41,457 shares of Philip Morris worth $7.5M as of Q2 2026.
Zions Bancorporation, National Association bought 9,197 Philip Morris shares in Q2 2026, an estimated $1.6M.
Philip Morris made up 0.45% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #32 holding.
Zions Bancorporation, National Association first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
Zions Bancorporation, National Association's Philip Morris position peaked at $10.9M in Q1 2025.
2,930 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.