McAlister Sweet & Associates’s Philip Morris PM Stock Holding History

McAlister Sweet & Associates’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	$308K	Hold	1,700	–	–	0.16%	29
2026 Q1	$281K	Hold	1,700	–	–	0.18%	27
2025 Q4	$273K	Sell	1,700 -635	-27%	-$98.4K	0.21%	21
2025 Q3	$379K	Hold	2,335	–	–	0.25%	20
2025 Q2	$425K	Hold	2,335	–	–	0.38%	19
2025 Q1	$371K	Buy	+2,335	New	+$331K	0.28%	21
2024 Q4	–	Sell	-2,335	Closed	-$283K	–	28
2024 Q3	$283K	Hold	2,335	–	–	0.23%	25
2024 Q2	$237K	Sell	2,335 -4	-0.2%	-$391	0.17%	29
2024 Q1	$214K	Hold	2,339	–	–	0.17%	31
2023 Q4	$220K	Hold	2,339	–	–	0.2%	30
2023 Q3	$217K	Hold	2,339	–	–	0.18%	28
2023 Q2	$228K	Hold	2,339	–	–	0.2%	30
2023 Q1	$227K	Hold	2,339	–	–	0.25%	22
2022 Q4	$237K	Buy	+2,339	New	+$221K	0.35%	20
2022 Q3	–	Sell	-2,356	Closed	-$233K	–	32
2022 Q2	$233K	Hold	2,356	–	–	0.24%	31
2022 Q1	$221K	Hold	2,356	–	–	0.23%	26
2021 Q4	$224K	Buy	+2,356	New	+$220K	0.2%	36

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

McAlister Sweet & Associates's PM Position: Q2 2026 in Review

McAlister Sweet & Associates held its Philip Morris (PM) position steady in Q2 2026 at 1,700 shares worth $308K. The position accounts for 0.16% of the portfolio, ranked #29.

McAlister Sweet & Associates first reported a position in PM in Q4 2021 and has held it in 17 quarters since. The position peaked at $425K in Q2 2025. 1,318 funds tracked by Wall St. Rank hold PM as of Q2 2026.

McAlister Sweet & Associates held 1,700 shares of Philip Morris worth $308K as of Q2 2026.
McAlister Sweet & Associates left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.16% of McAlister Sweet & Associates's portfolio in Q2 2026, its #29 holding.
McAlister Sweet & Associates first reported a position in Philip Morris in Q4 2021 and has held it in 17 quarters since.
McAlister Sweet & Associates's Philip Morris position peaked at $425K in Q2 2025.
1,318 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on McAlister Sweet & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.