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Swisher Financial Concepts’s Philip Morris PM Stock Holding History

Swisher Financial Concepts’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 		$1.39M Buy
8,430
+59
+0.7% +$10.3K 0.78% 22
2025
Q4 		$1.34M Hold
8,371
– – 0.76% 21
2025
Q3 		$1.36M Hold
8,371
– – 0.81% 21
2025
Q2 		$1.52M Buy
+8,371
New +$1.44M 0.98% 19

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Swisher Financial Concepts's PM Position: Q1 2026 in Review

Swisher Financial Concepts increased its Philip Morris (PM) stake by 0.7% in Q1 2026, buying an estimated $10.3K and bringing the position to 8,430 shares worth $1.39M. The position accounts for 0.78% of the portfolio, ranked #22.

Swisher Financial Concepts first reported a position in PM in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.52M in Q2 2025. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Swisher Financial Concepts held 8,430 shares of Philip Morris worth $1.39M as of Q1 2026.
  • Swisher Financial Concepts bought 59 Philip Morris shares in Q1 2026, an estimated $10.3K.
  • Philip Morris made up 0.78% of Swisher Financial Concepts's portfolio in Q1 2026, its #22 holding.
  • Swisher Financial Concepts first reported a position in Philip Morris in Q2 2025 and has held it in 4 quarters since.
  • Swisher Financial Concepts's Philip Morris position peaked at $1.52M in Q2 2025.
  • 2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Swisher Financial Concepts's 13F filing for Q1 2026, filed 16 Apr 2026.