SEC 13F Intelligence

Schwarz Dygos Wheeler Investment Advisors LLC / 4I1

Schwarz Dygos Wheeler Investment Advisors LLC’s Philip Morris Intl Inc Position

Does Schwarz Dygos Wheeler Investment Advisors LLC own Philip Morris Intl Inc (4I1)? Yes — 29.6K shares worth $5M (+1.02% of its 13F portfolio) as of Q1 2026, up from 29.6K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
29.6K
% of Portfolio
+1.02%
Quarters Held
27
currently held

Position History 4I1

Reported value by quarter
Q3 ’19: $888,000Q3 ’19Q4 ’19: $1MQ1 ’20: $1MQ2 ’20: $1MQ3 ’20: $1MQ3 ’20Q4 ’20: $1MQ1 ’21: $1MQ2 ’21: $2MQ3 ’21: $1MQ3 ’21Q4 ’21: $1MQ1 ’22: $1MQ2 ’22: $1MQ3 ’22: $977,000Q3 ’22Q4 ’22: $1MQ1 ’23: $1MQ2 ’23: $1MQ3 ’23: $1MQ3 ’23Q4 ’23: $1MQ1 ’24: $2MQ2 ’24: $2MQ3 ’24: $3MQ3 ’24Q4 ’24: $4MQ1 ’25: $5MQ2 ’25: $5MQ3 ’25: $5MQ3 ’25Q4 ’25: $5MQ1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202629.6K$5M+1.02%
Q4 202529.6K$5M+0.98%
Q3 202529.7K$5M+1.02%
Q2 202529.7K$5M+1.23%
Q1 202529.9K$5M+1.12%
Q4 202429.9K$4M+0.88%
Q3 202424.7K$3M+0.75%
Q2 202416.9K$2M+0.46%
Q1 202416.8K$2M+0.43%
Q4 202311.6K$1M+0.33%
Q3 202311.6K$1M+0.36%
Q2 202311.6K$1M+0.37%
Q1 202311.6K$1M+0.41%
Q4 202211.7K$1M+0.46%
Q3 202211.8K$977,000+0.43%
Q2 202211.7K$1M+0.47%
Q1 202214.4K$1M+0.46%
Q4 202115.5K$1M+0.50%
Q3 202115.4K$1M+0.53%
Q2 202115.4K$2M+0.55%
Q1 202115.3K$1M+0.56%
Q4 202015.4K$1M+0.61%
Q3 202015.0K$1M+0.64%
Q2 202015.0K$1M+0.72%
Q1 202013.8K$1M+0.85%
Q4 201913.7K$1M+0.80%
Q3 201913.3K$888,000+0.96%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Schwarz Dygos Wheeler Investment Advisors LLC’s full portfolio or all institutional holders of 4I1.