First Business Financial Services’s Philip Morris PM Stock Holding History

First Business Financial Services’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	$1.73M	Hold	10,458	–	–	0.15%	64
2025 Q4	$1.68M	Sell	10,458 -29	-0.3%	-$4.49K	0.15%	60
2025 Q3	$1.7M	Hold	10,487	–	–	0.16%	61
2025 Q2	$1.91M	Hold	10,487	–	–	0.17%	58
2025 Q1	$1.66M	Hold	10,487	–	–	0.16%	65
2024 Q4	$1.26M	Sell	10,487 -50	-0.5%	-$6.31K	0.12%	75
2024 Q3	$1.28M	Sell	10,537 -59	-0.6%	-$6.86K	0.13%	71
2024 Q2	$1.07M	Sell	10,596 -590	-5%	-$57.7K	0.11%	75
2024 Q1	$1.02M	Hold	11,186	–	–	0.11%	74
2023 Q4	$1.05M	Sell	11,186 -970	-8%	-$89.4K	0.12%	72
2023 Q3	$1.13M	Buy	12,156 +88	+0.7%	+$8.47K	0.14%	70
2023 Q2	$1.18M	Hold	12,068	–	–	0.15%	67
2023 Q1	$1.17M	Hold	12,068	–	–	0.15%	67
2022 Q4	$1.22M	Hold	12,068	–	–	0.16%	62
2022 Q3	$1M	Hold	12,068	–	–	0.14%	67
2022 Q2	$1.19M	Hold	12,068	–	–	0.16%	56
2022 Q1	$1.13M	Hold	12,068	–	–	0.13%	73
2021 Q4	$1.15M	Hold	12,068	–	–	0.12%	69
2021 Q3	$1.14M	Buy	12,068 +1,498	+14%	+$151K	0.13%	61
2021 Q2	$1.05M	Buy	10,570 +615	+6%	+$59K	0.12%	60
2021 Q1	$883K	Buy	9,955 +267	+3%	+$22.7K	0.12%	64
2020 Q4	$802K	Hold	9,688	–	–	0.12%	54
2020 Q3	$727K	Hold	9,688	–	–	0.12%	48
2020 Q2	$679K	Hold	9,688	–	–	0.12%	49
2020 Q1	$707K	Hold	9,688	–	–	0.14%	39
2019 Q4	$824K	Hold	9,688	–	–	0.13%	48
2019 Q3	$736K	Hold	9,688	–	–	0.13%	48
2019 Q2	$761K	Hold	9,688	–	–	0.13%	46
2019 Q1	$856K	Sell	9,688 -2,000	-17%	-$161K	0.15%	32
2018 Q4	$780K	Buy	11,688 +2,000	+21%	+$167K	0.13%	52
2018 Q3	$790K	Hold	9,688	–	–	0.12%	54
2018 Q2	$782K	Hold	9,688	–	–	0.14%	37
2018 Q1	$963K	Hold	9,688	–	–	0.18%	17
2017 Q4	$1.02M	Hold	9,688	–	–	0.19%	18
2017 Q3	$1.07M	Sell	9,688 -300	-3%	-$34.9K	0.21%	16
2017 Q2	$1.17M	Hold	9,988	–	–	0.24%	15
2017 Q1	$1.13M	Buy	9,988 +600	+6%	+$61.9K	0.24%	15
2016 Q4	$859K	Hold	9,388	–	–	0.2%	17
2016 Q3	$913K	Hold	9,388	–	–	0.22%	14
2016 Q2	$955K	Sell	9,388 -40	-0.4%	-$3.99K	0.25%	15
2016 Q1	$925K	Hold	9,428	–	–	0.25%	17
2015 Q4	$829K	Hold	9,428	–	–	0.25%	19
2015 Q3	$748K	Hold	9,428	–	–	0.24%	17
2015 Q2	$756K	Hold	9,428	–	–	0.22%	17
2015 Q1	$710K	Hold	9,428	–	–	0.21%	16
2014 Q4	$768K	Sell	9,428 -100	-1%	-$8.59K	0.25%	15
2014 Q3	$795K	Sell	9,528 -2,375	-20%	-$201K	0.29%	14
2014 Q2	$1M	Sell	11,903 -63	-0.5%	-$5.42K	0.37%	14
2014 Q1	$980K	Buy	11,966 +543	+5%	+$43.9K	0.39%	14
2013 Q4	$995K	Buy	11,423 +102	+0.9%	+$8.91K	0.41%	16
2013 Q3	$980K	Sell	11,321 -1,648	-13%	-$144K	0.52%	14
2013 Q2	$1.12M	Buy	+12,969	New	+$1.21M	0.66%	13

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

First Business Financial Services's PM Position: Q1 2026 in Review

First Business Financial Services held its Philip Morris (PM) position steady in Q1 2026 at 10,458 shares worth $1.73M. The position accounts for 0.15% of the portfolio, ranked #64.

First Business Financial Services first reported a position in PM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.91M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

First Business Financial Services held 10,458 shares of Philip Morris worth $1.73M as of Q1 2026.
First Business Financial Services left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up 0.15% of First Business Financial Services's portfolio in Q1 2026, its #64 holding.
First Business Financial Services first reported a position in Philip Morris in Q2 2013 and has held it in 52 quarters since.
First Business Financial Services's Philip Morris position peaked at $1.91M in Q2 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on First Business Financial Services's 13F filing for Q1 2026, filed 1 May 2026.