EFSCE
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Enterprise Financial Services Corp (EFSC)’s Philip Morris PM Stock Holding History

Enterprise Financial Services Corp (EFSC)’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 		$845K Buy
5,111
+108
+2% +$18.8K 0.43% 51
2025
Q4 		$802K Sell
5,003
-123
-2% -$19.1K 0.41% 55
2025
Q3 		$831K Sell
5,126
-136
-3% -$22.9K 0.43% 52
2025
Q2 		$958K Buy
5,262
+174
+3% +$29.9K 0.51% 44
2025
Q1 		$808K Sell
5,088
-263
-5% -$37.3K 0.48% 50
2024
Q4 		$644K Buy
5,351
+191
+4% +$24.1K 0.36% 62
2024
Q3 		$626K Sell
5,160
-50
-1% -$5.81K 0.37% 65
2024
Q2 		$528K Buy
5,210
+181
+4% +$17.7K 0.33% 68
2024
Q1 		$461K Sell
5,029
-908
-15% -$83.7K 0.28% 80
2023
Q4 		$559K Buy
5,937
+142
+2% +$13.1K 0.34% 66
2023
Q3 		$537K Sell
5,795
-107
-2% -$10.3K 0.37% 63
2023
Q2 		$576K Buy
5,902
+252
+4% +$24.1K 0.37% 62
2023
Q1 		$549K Sell
5,650
-44
-0.8% -$4.38K 0.36% 65
2022
Q4 		$576K Sell
5,694
-15
-0.3% -$1.42K 0.4% 59
2022
Q3 		$474K Buy
5,709
+179
+3% +$17.1K 0.35% 70
2022
Q2 		$546K Buy
5,530
+79
+1% +$8.05K 0.11% 143
2022
Q1 		$512K Buy
5,451
+345
+7% +$34.5K 0.08% 169
2021
Q4 		$485K Sell
5,106
-1,721
-25% -$161K 0.07% 183
2021
Q3 		$647K Buy
6,827
+3,191
+88% +$321K 0.08% 166
2021
Q2 		$360K Sell
3,636
-130
-3% -$12.5K 0.06% 170
2021
Q1 		$334K Buy
3,766
+116
+3% +$9.85K 0.06% 166
2020
Q4 		$302K Sell
3,650
-100
-3% -$7.79K 0.06% 168
2020
Q3 		$281K Buy
3,750
+182
+5% +$14K 0.06% 171
2020
Q2 		$250K Sell
3,568
-3,010
-46% -$219K 0.05% 178
2020
Q1 		$480K Buy
6,578
+508
+8% +$41.8K 0.12% 111
2019
Q4 		$517K Buy
6,070
+194
+3% +$16K 0.11% 129
2019
Q3 		$446K Sell
5,876
-161
-3% -$12.8K 0.1% 128
2019
Q2 		$474K Buy
6,037
+142
+2% +$11.7K 0.1% 130
2019
Q1 		$521K Buy
5,895
+423
+8% +$34.1K 0.11% 126
2018
Q4 		$365K Sell
5,472
-629
-10% -$52.5K 0.23% 82
2018
Q3 		$497K Buy
6,101
+531
+10% +$43.6K 0.26% 77
2018
Q2 		$450K Sell
5,570
-813
-13% -$69K 0.23% 85
2018
Q1 		$634K Sell
6,383
-358
-5% -$37.3K 0.33% 63
2017
Q4 		$712K Sell
6,741
-464
-6% -$49.4K 0.35% 61
2017
Q3 		$800K Sell
7,205
-204
-3% -$23.7K 0.4% 50
2017
Q2 		$870K Buy
7,409
+494
+7% +$57.2K 0.43% 47
2017
Q1 		$781K Sell
6,915
-1,296
-16% -$134K 0.39% 50
2016
Q4 		$751K Buy
8,211
+1,517
+23% +$141K 0.38% 50
2016
Q3 		$650K Buy
6,694
+213
+3% +$21.3K 0.37% 57
2016
Q2 		$660K Buy
6,481
+2,700
+71% +$269K 0.39% 56
2016
Q1 		$371K Sell
3,781
-66
-2% -$6.05K 0.22% 78
2015
Q4 		$338K Sell
3,847
-605
-14% -$52.5K 0.2% 97
2015
Q3 		$353K Buy
4,452
+134
+3% +$11K 0.23% 90
2015
Q2 		$346K Sell
4,318
-160
-4% -$13.2K 0.2% 96
2015
Q1 		$337K Sell
4,478
-269
-6% -$21.8K 0.2% 103
2014
Q4 		$387K Buy
4,747
+24
+0.5% +$2.06K 0.23% 90
2014
Q3 		$394K Sell
4,723
-190
-4% -$16.1K 0.25% 84
2014
Q2 		$414K Sell
4,913
-1
-0% -$86 0.25% 83
2014
Q1 		$403K Sell
4,914
-733
-13% -$59.2K 0.25% 79
2013
Q4 		$492K Buy
5,647
+124
+2% +$10.8K 0.29% 62
2013
Q3 		$478K Sell
5,523
-327
-6% -$28.6K 0.3% 59
2013
Q2 		$507K Buy
+5,850
New +$544K 0.35% 53

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

Enterprise Financial Services Corp (EFSC)'s PM Position: Q1 2026 in Review

Enterprise Financial Services Corp (EFSC) increased its Philip Morris (PM) stake by 2.2% in Q1 2026, buying an estimated $18.8K and bringing the position to 5,111 shares worth $845K. The position accounts for 0.43% of the portfolio, ranked #51.

Enterprise Financial Services Corp (EFSC) first reported a position in PM in Q2 2013 and has held it in 52 quarters since. The position peaked at $958K in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Enterprise Financial Services Corp (EFSC) held 5,111 shares of Philip Morris worth $845K as of Q1 2026.
  • Enterprise Financial Services Corp (EFSC) bought 108 Philip Morris shares in Q1 2026, an estimated $18.8K.
  • Philip Morris made up 0.43% of Enterprise Financial Services Corp (EFSC)'s portfolio in Q1 2026, its #51 holding.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Philip Morris in Q2 2013 and has held it in 52 quarters since.
  • Enterprise Financial Services Corp (EFSC)'s Philip Morris position peaked at $958K in Q2 2025.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2026, filed 5 May 2026.