SHELTON CAPITAL MANAGEMENT

Position in PM — Philip Morris International Inc.

CIK 1002784 Denver, CO

Position in PM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,548,408

+$113,092 QoQ

Shares Held

8,559

-1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,152

of 2,919 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

SHELTON CAPITAL MANAGEMENT holds $2,440,505 across 3 Tobacco names. PM ranks #1 (63.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	8,559	$1,548,408
2	MO	Altria Group, Inc.	8,616	$619,921
3	BTI	British American Tobacco p.l.c.	4,407	$272,176

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,548,408	8,559	-1.4%	Shares	Sole	2026-08-14
2026-03-31	$1,435,316	8,681	-2.1%	Shares	Sole	2026-05-15
2025-12-31	$1,422,748	8,870	0.0%	Shares	Sole	2026-02-17
2025-09-30	$1,438,714	8,870	-1.2%	Shares	Sole	2025-11-14
2025-06-30	$1,634,434	8,974	-1.8%	Shares	Sole	2025-08-13
2025-03-31	$1,450,316	9,137	-0.9%	Shares	Sole	2025-05-15
2024-12-31	$1,109,386	9,218	-1.7%	Shares	Sole	2025-02-13
2024-09-30	$1,138,974	9,382	-2.5%	Shares	Sole	2024-11-14
2024-06-30	$974,895	9,621	-5.9%	Shares	Sole	2024-08-13
2024-03-31	$936,448	10,221	-7.3%	Shares	Sole	2024-05-15
2023-12-31	$1,036,855	11,021	-3.2%	Shares	Sole	2024-02-14
2023-09-30	$1,053,930	11,384	0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,111,306	11,384	+7.4%	Shares	Sole	2023-08-10
2023-03-31	$1,030,850	10,600	+8.3%	Shares	Sole	2023-05-11
2022-12-31	$990,441	9,786	-11.1%	Shares	Sole	2023-02-13
2022-09-30	$914,106	11,012	-7.0%	Shares	Sole	2022-11-14
2022-06-30	$1,169,377	11,843	-0.6%	Shares	Sole	2022-08-11
2022-03-31	$1,119,107	11,913	+1.6%	Shares	Sole	2022-05-12
2021-12-31	$1,113,590	11,722	-1.1%	Shares	Sole	2022-02-11
2021-09-30	$1,123,925	11,857	+5.2%	Shares	Sole	2021-11-15
2021-06-30	$1,117,564	11,276	-50.0%	Shares	Sole	2021-08-12
2021-03-31	$2,001,264	22,552	+93.0%	Shares	Sole	2021-05-14
2020-12-31	$967,649	11,688	-56.8%	Shares	Sole	2021-02-16
2020-09-30	$2,027,504	27,037	+124.6%	Shares	Sole	2020-11-09
2020-06-30	$843,312	12,037	-2.3%	Shares	Sole	2020-08-12
2020-03-31	$899,086	12,323	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.