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Swan Capital’s Philip Morris PM Stock Holding History

Swan Capital’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 		– Sell
-40
Closed -$6.61K – 608
2026
Q1 		$6.61K Hold
40
– – ﹤0.01% 238
2025
Q4 		$6.42K Hold
40
– – ﹤0.01% 206
2025
Q3 		$6.49K Hold
40
– – ﹤0.01% 199
2025
Q2 		$7.29K Hold
40
– – ﹤0.01% 191
2025
Q1 		$6.35K Hold
40
– – ﹤0.01% 170
2024
Q4 		$4.81K Hold
40
– – ﹤0.01% 175
2024
Q3 		$4.86K Hold
40
– – ﹤0.01% 180
2024
Q2 		$4.05K Buy
+40
New +$3.91K ﹤0.01% 175

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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

Swan Capital's PM Position: Q2 2026 in Review

Swan Capital sold out of Philip Morris (PM) in Q2 2026, closing a stake of 40 shares — an estimated $6.61K sold.

Swan Capital first reported a position in PM in Q2 2024 and held it in 8 quarters. The position peaked at $7.29K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Swan Capital reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Swan Capital sold 40 Philip Morris shares in Q2 2026, an estimated $6.61K.
  • Swan Capital first reported a position in Philip Morris in Q2 2024 and held it in 8 quarters.
  • Swan Capital's Philip Morris position peaked at $7.29K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.