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1ST Source Bank’s Philip Morris PM Stock Holding History

1ST Source 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
Q1 		$546K Buy
3,305
+592
+22% +$103K 0.03% 200
2025
Q4 		$435K Hold
2,713
– – 0.02% 206
2025
Q3 		$440K Sell
2,713
-218
-7% -$36.7K 0.02% 203
2025
Q2 		$534K Sell
2,931
-7
-0.2% -$1.2K 0.03% 182
2025
Q1 		$466K Sell
2,938
-50
-2% -$7.08K 0.03% 188
2024
Q4 		$360K Buy
2,988
+246
+9% +$31K 0.02% 216
2024
Q3 		$333K Hold
2,742
– – 0.02% 223
2024
Q2 		$278K Hold
2,742
– – 0.02% 234
2024
Q1 		$251K Buy
2,742
+108
+4% +$9.96K 0.01% 236
2023
Q4 		$248K Sell
2,634
-54
-2% -$4.97K 0.02% 233
2023
Q3 		$249K Sell
2,688
-20
-0.7% -$1.93K 0.02% 223
2023
Q2 		$264K Buy
2,708
+116
+4% +$11.1K 0.02% 223
2023
Q1 		$252K Sell
2,592
-238
-8% -$23.7K 0.02% 225
2022
Q4 		$286K Sell
2,830
-87
-3% -$8.21K 0.02% 217
2022
Q3 		$242K Sell
2,917
-20
-0.7% -$1.91K 0.02% 225
2022
Q2 		$290K Hold
2,937
– – 0.02% 215
2022
Q1 		$276K Sell
2,937
-1,665
-36% -$167K 0.02% 234
2021
Q4 		$437K Hold
4,602
– – 0.03% 190
2021
Q3 		$436K Sell
4,602
-429
-9% -$43.2K 0.03% 184
2021
Q2 		$499K Buy
5,031
+449
+10% +$43.1K 0.03% 179
2021
Q1 		$407K Sell
4,582
-1,056
-19% -$89.7K 0.03% 189
2020
Q4 		$467K Sell
5,638
-935
-14% -$72.8K 0.03% 168
2020
Q3 		$493K Sell
6,573
-116
-2% -$8.95K 0.04% 154
2020
Q2 		$469K Sell
6,689
-479
-7% -$34.9K 0.04% 160
2020
Q1 		$523K Sell
7,168
-964
-12% -$79.3K 0.05% 143
2019
Q4 		$692K Buy
8,132
+586
+8% +$48.3K 0.05% 142
2019
Q3 		$573K Sell
7,546
-219
-3% -$17.4K 0.05% 146
2019
Q2 		$610K Buy
7,765
+173
+2% +$14.3K 0.05% 143
2019
Q1 		$671K Sell
7,592
-561
-7% -$45.2K 0.06% 131
2018
Q4 		$544K Sell
8,153
-384
-4% -$32.1K 0.05% 139
2018
Q3 		$697K Sell
8,537
-200
-2% -$16.4K 0.06% 136
2018
Q2 		$706K Sell
8,737
-352
-4% -$29.9K 0.06% 127
2018
Q1 		$903K Buy
9,089
+3
+0% +$312 0.07% 119
2017
Q4 		$960K Buy
9,086
+1,679
+23% +$179K 0.08% 122
2017
Q3 		$822K Sell
7,407
-190
-3% -$22.1K 0.07% 127
2017
Q2 		$892K Sell
7,597
-122
-2% -$14.1K 0.08% 122
2017
Q1 		$872K Sell
7,719
-305
-4% -$31.5K 0.08% 124
2016
Q4 		$734K Sell
8,024
-306
-4% -$28.4K 0.07% 130
2016
Q3 		$810K Sell
8,330
-785
-9% -$78.6K 0.09% 120
2016
Q2 		$927K Buy
9,115
+825
+10% +$82.3K 0.1% 114
2016
Q1 		$813K Buy
8,290
+1,400
+20% +$128K 0.09% 118
2015
Q4 		$606K Buy
6,890
+1,992
+41% +$173K 0.07% 138
2015
Q3 		$388K Buy
4,898
+640
+15% +$52.7K 0.04% 191
2015
Q2 		$342K Sell
4,258
-359
-8% -$29.5K 0.04% 189
2015
Q1 		$348K Sell
4,617
-200
-4% -$16.2K 0.04% 174
2014
Q4 		$393K Sell
4,817
-100
-2% -$8.59K 0.05% 163
2014
Q3 		$410K Sell
4,917
-243
-5% -$20.6K 0.05% 154
2014
Q2 		$435K Sell
5,160
-196
-4% -$16.9K 0.06% 151
2014
Q1 		$438K Sell
5,356
-200
-4% -$16.2K 0.06% 148
2013
Q4 		$484K Sell
5,556
-185
-3% -$16.2K 0.07% 144
2013
Q3 		$497K Sell
5,741
-29
-0.5% -$2.54K 0.07% 149
2013
Q2 		$500K Buy
+5,770
New +$536K 0.08% 131

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

1ST Source Bank's PM Position: Q1 2026 in Review

1ST Source Bank increased its Philip Morris (PM) stake by 22% in Q1 2026, buying an estimated $103K and bringing the position to 3,305 shares worth $546K. The position accounts for 0.03% of the portfolio, ranked #200.

1ST Source Bank first reported a position in PM in Q2 2013 and has held it in 52 quarters since. The position peaked at $960K in Q4 2017. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • 1ST Source Bank held 3,305 shares of Philip Morris worth $546K as of Q1 2026.
  • 1ST Source Bank bought 592 Philip Morris shares in Q1 2026, an estimated $103K.
  • Philip Morris made up 0.03% of 1ST Source Bank's portfolio in Q1 2026, its #200 holding.
  • 1ST Source Bank first reported a position in Philip Morris in Q2 2013 and has held it in 52 quarters since.
  • 1ST Source Bank's Philip Morris position peaked at $960K in Q4 2017.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on 1ST Source Bank's 13F filing for Q1 2026, filed 4 May 2026.