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Sweeney & Michel’s Philip Morris PM Stock Holding History

Sweeney & Michel’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 		$592K Buy
3,122
+15
+0.5% +$2.6K 0.16% 83
2026
Q1 		$506K Buy
3,107
+17
+0.6% +$2.95K 0.15% 90
2025
Q4 		$576K Buy
3,090
+34
+1% +$5.27K 0.17% 83
2025
Q3 		$490K Buy
3,056
+15
+0.5% +$2.52K 0.16% 86
2025
Q2 		$547K Sell
3,041
-152
-5% -$26.1K 0.19% 78
2025
Q1 		$477K Buy
+3,193
New +$452K 0.21% 75
2024
Q3 		$382K Buy
3,175
+68
+2% +$7.9K 0.15% 88
2024
Q2 		$316K Buy
3,107
+21
+0.7% +$2.05K 0.13% 93
2024
Q1 		$308K Buy
+3,086
New +$285K 0.14% 90
2023
Q3 		$296K Buy
3,287
+24
+0.7% +$2.31K 0.16% 88
2023
Q2 		$317K Sell
3,263
-115
-3% -$11K 0.16% 86
2023
Q1 		$309K Buy
+3,378
New +$337K 0.16% 88

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

Sweeney & Michel's PM Position: Q2 2026 in Review

Sweeney & Michel increased its Philip Morris (PM) stake by 0.48% in Q2 2026, buying an estimated $2.6K and bringing the position to 3,122 shares worth $592K. The position accounts for 0.16% of the portfolio, ranked #83.

Sweeney & Michel first reported a position in PM in Q1 2023 and has held it in 12 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Sweeney & Michel held 3,122 shares of Philip Morris worth $592K as of Q2 2026.
  • Sweeney & Michel bought 15 Philip Morris shares in Q2 2026, an estimated $2.6K.
  • Philip Morris made up 0.16% of Sweeney & Michel's portfolio in Q2 2026, its #83 holding.
  • Sweeney & Michel first reported a position in Philip Morris in Q1 2023 and has held it in 12 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.