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 Q3	$598K	Buy	3,132 +10	+0.3%	+$1.89K	0.16%	85
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Sweeney & Michel's PM Position: Q3 2026 in Review

Sweeney & Michel increased its Philip Morris (PM) stake by 0.32% in Q3 2026, buying an estimated $1.89K and bringing the position to 3,132 shares worth $598K. The position accounts for 0.16% of the portfolio, ranked #85.

Sweeney & Michel first reported a position in PM in Q1 2023 and has held it in 13 quarters since. 933 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Sweeney & Michel held 3,132 shares of Philip Morris worth $598K as of Q3 2026.
Sweeney & Michel bought 10 Philip Morris shares in Q3 2026, an estimated $1.89K.
Philip Morris made up 0.16% of Sweeney & Michel's portfolio in Q3 2026, its #85 holding.
Sweeney & Michel first reported a position in Philip Morris in Q1 2023 and has held it in 13 quarters since.
933 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.