SP
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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
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 – 255
2018
Q1 		$68K Buy
695
+3
+0.4% +$312 0.05% 120
2017
Q4 		$73K Buy
+692
New +$73.7K 0.05% 110

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Capital International Investors
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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.47T 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