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 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sweeney & Michel's PM Position: Q1 2026 in Review

Sweeney & Michel increased its Philip Morris (PM) stake by 0.55% in Q1 2026, buying an estimated $2.95K and bringing the position to 3,107 shares worth $506K. The position accounts for 0.15% of the portfolio, ranked #90.

Sweeney & Michel first reported a position in PM in Q1 2023 and has held it in 11 quarters since. The position peaked at $576K in Q4 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Sweeney & Michel held 3,107 shares of Philip Morris worth $506K as of Q1 2026.
Sweeney & Michel bought 17 Philip Morris shares in Q1 2026, an estimated $2.95K.
Philip Morris made up 0.15% of Sweeney & Michel's portfolio in Q1 2026, its #90 holding.
Sweeney & Michel first reported a position in Philip Morris in Q1 2023 and has held it in 11 quarters since.
Sweeney & Michel's Philip Morris position peaked at $576K in Q4 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.