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Schwarz Dygos Wheeler Investment Advisors’s Philip Morris PM Stock Holding History

Schwarz Dygos Wheeler Investment 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 		$4.89M Buy
29,584
+3
+0% +$521 1.02% 25
2025
Q4 		$4.74M Sell
29,581
-84
-0.3% -$13K 0.98% 24
2025
Q3 		$4.81M Sell
29,665
-38
-0.1% -$6.39K 1.02% 25
2025
Q2 		$5.41M Sell
29,703
-158
-0.5% -$27.1K 1.23% 18
2025
Q1 		$4.74M Buy
29,861
+9
+0% +$1.27K 1.12% 21
2024
Q4 		$3.59M Buy
29,852
+5,162
+21% +$651K 0.88% 27
2024
Q3 		$3M Buy
24,690
+7,800
+46% +$906K 0.75% 30
2024
Q2 		$1.71M Buy
16,890
+43
+0.3% +$4.2K 0.46% 47
2024
Q1 		$1.54M Buy
16,847
+5,282
+46% +$487K 0.43% 50
2023
Q4 		$1.09M Hold
11,565
– – 0.33% 53
2023
Q3 		$1.07M Buy
11,565
+5
+0% +$481 0.36% 51
2023
Q2 		$1.13M Hold
11,560
– – 0.37% 49
2023
Q1 		$1.12M Sell
11,560
-110
-0.9% -$11K 0.41% 48
2022
Q4 		$1.18M Sell
11,670
-100
-0.8% -$9.44K 0.46% 45
2022
Q3 		$977K Buy
11,770
+38
+0.3% +$3.62K 0.43% 49
2022
Q2 		$1.16M Sell
11,732
-2,635
-18% -$269K 0.47% 50
2022
Q1 		$1.35M Sell
14,367
-1,100
-7% -$110K 0.46% 48
2021
Q4 		$1.47M Buy
15,467
+110
+0.7% +$10.3K 0.5% 46
2021
Q3 		$1.46M Hold
15,357
– – 0.53% 46
2021
Q2 		$1.52M Buy
15,357
+25
+0.2% +$2.4K 0.55% 47
2021
Q1 		$1.36M Sell
15,332
-105
-0.7% -$8.92K 0.56% 43
2020
Q4 		$1.28M Buy
15,437
+436
+3% +$33.9K 0.61% 37
2020
Q3 		$1.13M Buy
15,001
+27
+0.2% +$2.08K 0.64% 37
2020
Q2 		$1.1M Buy
14,974
+1,139
+8% +$83K 0.72% 36
2020
Q1 		$1.01M Buy
13,835
+110
+0.8% +$9.05K 0.85% 31
2019
Q4 		$1.17M Buy
13,725
+71
+0.5% +$5.85K 0.8% 35
2019
Q3 		$1.04M Buy
13,654
+69
+0.5% +$5.47K 0.82% 34
2019
Q2 		$1.07M Buy
13,585
+388
+3% +$32.1K 0.88% 33
2019
Q1 		$1.17M Sell
13,197
-103
-0.8% -$8.3K 1% 28
2018
Q4 		$888K Buy
+13,300
New +$1.11M 0.96% 31

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

Schwarz Dygos Wheeler Investment Advisors's PM Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Philip Morris (PM) stake by 0.01% in Q1 2026, buying an estimated $521 and bringing the position to 29,584 shares worth $4.89M. The position accounts for 1.02% of the portfolio, ranked #25.

Schwarz Dygos Wheeler Investment Advisors first reported a position in PM in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.41M in Q2 2025. 2,858 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 29,584 shares of Philip Morris worth $4.89M as of Q1 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 3 Philip Morris shares in Q1 2026, an estimated $521.
  • Philip Morris made up 1.02% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #25 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Philip Morris in Q4 2018 and has held it in 30 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Philip Morris position peaked at $5.41M in Q2 2025.
  • 2,858 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.