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Sowell Financial Services’s Philip Morris PM Stock Holding History

Sowell 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
Q2 		$7.82M Sell
43,246
-1,035
-2% -$180K 0.26% 79
2026
Q1 		$7.32M Sell
44,281
-338
-0.8% -$58.7K 0.27% 73
2025
Q4 		$7.16M Sell
44,619
-132
-0.3% -$20.5K 0.26% 74
2025
Q3 		$7.26M Sell
44,751
-2,006
-4% -$338K 0.28% 71
2025
Q2 		$8.52M Sell
46,757
-2,378
-5% -$408K 0.35% 56
2025
Q1 		$7.8M Buy
49,135
+3,551
+8% +$503K 0.35% 59
2024
Q4 		$5.49M Buy
45,584
+4,280
+10% +$540K 0.29% 82
2024
Q3 		$5.07M Sell
41,304
-8,004
-16% -$930K 0.24% 107
2024
Q2 		$5.06M Sell
49,308
-1,446
-3% -$141K 0.24% 100
2024
Q1 		$4.72M Buy
50,754
+4,970
+11% +$458K 0.22% 112
2023
Q4 		$4.37M Buy
45,784
+107
+0.2% +$9.86K 0.24% 113
2023
Q3 		$4.29M Sell
45,677
-12,419
-21% -$1.2M 0.27% 99
2023
Q2 		$5.74M Buy
58,096
+13,124
+29% +$1.25M 0.32% 74
2023
Q1 		$4.37M Sell
44,972
-13,670
-23% -$1.36M 0.34% 65
2022
Q4 		$6.01M Sell
58,642
-2,018
-3% -$190K 0.39% 57
2022
Q3 		$5.11M Buy
60,660
+1,057
+2% +$101K 0.52% 43
2022
Q2 		$5.96M Buy
+59,603
New +$6.08M 0.55% 37
2022
Q1 		– Sell
-33,044
Closed -$3.18M – 418
2021
Q4 		$3.18M Sell
33,044
-18,450
-36% -$1.72M 0.18% 129
2021
Q3 		$4.95M Buy
51,494
+3,848
+8% +$387K 0.33% 70
2021
Q2 		$4.78M Sell
47,646
-40,757
-46% -$3.91M 0.32% 79
2021
Q1 		$8.56M Buy
88,403
+7,956
+10% +$676K 0.3% 74
2020
Q4 		$6.66M Buy
80,447
+5,502
+7% +$428K 0.28% 75
2020
Q3 		$5.62M Buy
74,945
+1,564
+2% +$121K 0.28% 81
2020
Q2 		$5.14M Sell
73,381
-18,793
-20% -$1.37M 0.28% 86
2020
Q1 		$6.72M Sell
92,174
-1,715
-2% -$141K 0.5% 39
2019
Q4 		$7.99M Sell
93,889
-5,836
-6% -$481K 0.61% 28
2019
Q3 		$7.57M Buy
+99,725
New +$7.9M 0.63% 34
2019
Q1 		$7.26M Buy
82,184
+5,398
+7% +$435K 0.81% 29
2018
Q4 		$5.13M Buy
76,786
+23,103
+43% +$1.93M 0.73% 33
2018
Q3 		$4.38M Buy
+53,683
New +$4.41M 0.64% 33

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's PM Position: Q2 2026 in Review

Sowell Financial Services reduced its Philip Morris (PM) stake by 2.3% in Q2 2026, selling an estimated $180K and leaving 43,246 shares worth $7.82M. The position accounts for 0.26% of the portfolio, ranked #79.

Sowell Financial Services first reported a position in PM in Q3 2018 and has held it in 30 quarters since. The position peaked at $8.56M in Q1 2021. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Sowell Financial Services held 43,246 shares of Philip Morris worth $7.82M as of Q2 2026.
  • Sowell Financial Services sold 1,035 Philip Morris shares in Q2 2026, an estimated $180K.
  • Philip Morris made up 0.26% of Sowell Financial Services's portfolio in Q2 2026, its #79 holding.
  • Sowell Financial Services first reported a position in Philip Morris in Q3 2018 and has held it in 30 quarters since.
  • Sowell Financial Services's Philip Morris position peaked at $8.56M in Q1 2021.
  • 2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.