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Indiana Trust & Investment Management’s Philip Morris PM Stock Holding History

Indiana Trust & Investment Management’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 		$135K Hold
747
– – 0.04% 210
2026
Q1 		$124K Sell
747
-80
-10% -$13.9K 0.04% 209
2025
Q4 		$133K Hold
827
– – 0.04% 203
2025
Q3 		$134K Hold
827
– – 0.04% 205
2025
Q2 		$151K Hold
827
– – 0.05% 197
2025
Q1 		$131K Hold
827
– – 0.05% 206
2024
Q4 		$99.5K Buy
827
+26
+3% +$3.28K 0.03% 223
2024
Q3 		$97.2K Hold
801
– – 0.03% 237
2024
Q2 		$81.2K Hold
801
– – 0.03% 239
2024
Q1 		$73.4K Hold
801
– – 0.03% 251
2023
Q4 		$75.4K Hold
801
– – 0.03% 234
2023
Q3 		$74.2K Buy
+801
New +$77.1K 0.04% 223
2018
Q2 		– Sell
-2,597
Closed -$258K – 133
2018
Q1 		$258K Buy
+2,597
New +$270K 0.12% 104
2017
Q3 		– Sell
-1,754
Closed -$206K – 130
2017
Q2 		$206K Buy
+1,754
New +$203K 0.1% 118
2014
Q4 		– Sell
-2,673
Closed -$223K – 122
2014
Q3 		$223K Sell
2,673
-2,220
-45% -$188K 0.12% 106
2014
Q2 		$413K Sell
4,893
-145
-3% -$12.5K 0.24% 82
2014
Q1 		$412K Sell
5,038
-9,900
-66% -$800K 0.26% 78
2013
Q4 		$1.3M Sell
14,938
-1,328
-8% -$116K 0.74% 40
2013
Q3 		$1.41M Sell
16,266
-1,050
-6% -$91.8K 0.85% 36
2013
Q2 		$1.5M Buy
+17,316
New +$1.61M 1.24% 30

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Indiana Trust & Investment Management's PM Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Philip Morris (PM) position steady in Q2 2026 at 747 shares worth $135K. The position accounts for 0.04% of the portfolio, ranked #210.

Indiana Trust & Investment Management first reported a position in PM in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.5M in Q2 2013. 1,137 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Indiana Trust & Investment Management held 747 shares of Philip Morris worth $135K as of Q2 2026.
  • Indiana Trust & Investment Management left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.04% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #210 holding.
  • Indiana Trust & Investment Management first reported a position in Philip Morris in Q2 2013 and has held it in 20 quarters since.
  • Indiana Trust & Investment Management's Philip Morris position peaked at $1.5M in Q2 2013.
  • 1,137 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.