Position in PM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$564,801
+$51,090 QoQ
Shares Held
3,122
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,815
of 2,919 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026SWEENEY & MICHEL, LLC holds $862,817 across 2 Tobacco names. PM ranks #1 (65.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
3,122 | $564,801 | |
| 2 | MO |
Altria Group, Inc.
|
4,142 | $298,016 |
All Filings in PM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564,801 | 3,122 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $513,711 | 3,107 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $495,636 | 3,090 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $495,683 | 3,056 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $553,857 | 3,041 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $506,824 | 3,193 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $385,445 | 3,175 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $314,832 | 3,107 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $282,739 | 3,086 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $304,310 | 3,287 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $318,534 | 3,263 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $328,510 | 3,378 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||