SWS Partners’s Philip Morris PM Stock Holding History

SWS Partners’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	$5.08M	Sell	27,880 -837	-3%	-$145K	1.1%	28
2026 Q1	$4.79M	Buy	28,717 +154	+0.5%	+$26.8K	1.18%	23
2025 Q4	$4.62M	Buy	28,563 +6,514	+30%	+$1.01M	1.12%	23
2025 Q3	$3.58M	Buy	22,049 +669	+3%	+$113K	0.88%	36
2025 Q2	$3.92M	Sell	21,380 -1,267	-6%	-$218K	1.06%	26
2025 Q1	$3.59M	Sell	22,647 -1,559	-6%	-$221K	1.18%	19
2024 Q4	$2.95M	Buy	24,206 +2,989	+14%	+$377K	0.89%	39
2024 Q3	$2.58M	Buy	21,217 +20,796	+4,940%	+$2.42M	0.82%	40
2024 Q2	$42.8K	Buy	+421	New	+$41.2K	0.01%	171
2022 Q2	–	Sell	-422	Closed	-$40K	–	108
2022 Q1	$40K	Buy	+422	New	+$42.2K	0.03%	87
2018 Q2	–	Sell	-695	Closed	-$68K	–	253
2018 Q1	$68K	Buy	695 +3	+0.4%	+$312	0.05%	120
2017 Q4	$73K	Buy	+692	New	+$73.7K	0.05%	110

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SWS Partners's PM Position: Q2 2026 in Review

SWS Partners reduced its Philip Morris (PM) stake by 2.9% in Q2 2026, selling an estimated $145K and leaving 27,880 shares worth $5.08M. The position accounts for 1.1% of the portfolio, ranked #28.

SWS Partners first reported a position in PM in Q4 2017 and has held it in 12 quarters since. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

SWS Partners held 27,880 shares of Philip Morris worth $5.08M as of Q2 2026.
SWS Partners sold 837 Philip Morris shares in Q2 2026, an estimated $145K.
Philip Morris made up 1.1% of SWS Partners's portfolio in Q2 2026, its #28 holding.
SWS Partners first reported a position in Philip Morris in Q4 2017 and has held it in 12 quarters since.
2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.