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Livermore
Livermore
ZHEN

CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

PM holding history

Philip Morris International Inc. in every 13F filed by CWS Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PM overviewAll 13F holders of PMFull Q2 2026 holdings

Shares (Q2 2026)
7,990
Value
$1.45M
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of PM by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,990$1.45M0.3%+28+0.4%AddedHolders
Q1 20267,962$1.32M0.3%+14+0.2%AddedHolders
Q4 20257,948$1.27M0.3%−644−7.5%ReducedHolders
Q3 20258,592$1.39M0.4%+6+0.1%AddedHolders
Q2 20258,586$1.56M0.5%−39−0.5%ReducedHolders
Q1 20258,625$1.37M0.4%+11+0.1%AddedHolders
Q4 20248,614$1.04M0.3%+11+0.1%AddedHolders
Q3 20248,603$1.04M0.4%+13+0.2%AddedHolders
Q2 20248,590$870.5K0.3%+8+0.1%AddedHolders
Q1 20248,582$786.3K0.3%−1,178−12.1%ReducedHolders
Q4 20239,760$918.2K0.3%−415−4.1%ReducedHolders
Q3 202310,175$942.0K0.4%+14+0.1%AddedHolders
Q2 202310,161$992.0K0.4%+30+0.3%AddedHolders
Q1 202310,131$985.3K0.4%−735−6.8%ReducedHolders
Q4 202210,866$964.0K0.4%+750+7.4%AddedHolders
Q3 202210,116$840.0K0.4%−86−0.8%ReducedHolders
Q2 202210,202$1.01M0.5%−511−4.8%ReducedHolders
Q1 202210,713$1.01M0.4%−91−0.8%ReducedHolders
Q4 202110,804$1.03M0.4%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 202110,972$1.09M0.4%+106+1.0%AddedHolders
Q1 202110,866$964.0K0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.