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CWS Financial Advisors’s Philip Morris PM Stock Holding History

CWS Financial Advisors’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 		$1.32M Buy
7,962
+14
+0.2% +$2.43K 0.34% 48
2025
Q4 		$1.27M Sell
7,948
-644
-7% -$99.8K 0.35% 43
2025
Q3 		$1.39M Buy
8,592
+6
+0.1% +$1.01K 0.39% 39
2025
Q2 		$1.56M Sell
8,586
-39
-0.5% -$6.7K 0.46% 30
2025
Q1 		$1.37M Buy
8,625
+11
+0.1% +$1.56K 0.43% 32
2024
Q4 		$1.04M Buy
8,614
+11
+0.1% +$1.39K 0.34% 37
2024
Q3 		$1.04M Buy
8,603
+13
+0.2% +$1.51K 0.37% 31
2024
Q2 		$870K Buy
8,590
+8
+0.1% +$782 0.34% 31
2024
Q1 		$786K Sell
8,582
-1,178
-12% -$109K 0.32% 33
2023
Q4 		$918K Sell
9,760
-415
-4% -$38.2K 0.34% 42
2023
Q3 		$942K Buy
10,175
+14
+0.1% +$1.35K 0.38% 45
2023
Q2 		$992K Buy
10,161
+30
+0.3% +$2.87K 0.38% 39
2023
Q1 		$985K Sell
10,131
-735
-7% -$73.2K 0.39% 36
2022
Q4 		$964K Buy
10,866
+750
+7% +$70.8K 0.42% 37
2022
Q3 		$840K Sell
10,116
-86
-0.8% -$8.2K 0.4% 37
2022
Q2 		$1.01M Sell
10,202
-511
-5% -$52.1K 0.46% 30
2022
Q1 		$1.01M Sell
10,713
-91
-0.8% -$9.1K 0.38% 38
2021
Q4 		$1.03M Buy
+10,804
New +$1.01M 0.36% 43
2021
Q2 		$1.09M Buy
10,972
+106
+1% +$10.2K 0.43% 33
2021
Q1 		$964K Buy
10,866
+277
+3% +$23.5K 0.42% 37
2020
Q4 		$877K Sell
10,589
-758
-7% -$59K 0.51% 35
2020
Q3 		$851K Sell
11,347
-5
-0% -$386 0.57% 30
2020
Q2 		$795K Sell
11,352
-1,645
-13% -$120K 0.57% 30
2020
Q1 		$1.11M Sell
12,997
-6,462
-33% -$532K 0.82% 14
2019
Q4 		$1.66M Buy
+19,459
New +$1.6M 1.21% 7

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

CWS Financial Advisors's PM Position: Q1 2026 in Review

CWS Financial Advisors increased its Philip Morris (PM) stake by 0.18% in Q1 2026, buying an estimated $2.43K and bringing the position to 7,962 shares worth $1.32M. The position accounts for 0.34% of the portfolio, ranked #48.

CWS Financial Advisors first reported a position in PM in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.66M in Q4 2019. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • CWS Financial Advisors held 7,962 shares of Philip Morris worth $1.32M as of Q1 2026.
  • CWS Financial Advisors bought 14 Philip Morris shares in Q1 2026, an estimated $2.43K.
  • Philip Morris made up 0.34% of CWS Financial Advisors's portfolio in Q1 2026, its #48 holding.
  • CWS Financial Advisors first reported a position in Philip Morris in Q4 2019 and has held it in 25 quarters since.
  • CWS Financial Advisors's Philip Morris position peaked at $1.66M in Q4 2019.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.