Avantax Planning Partners, Inc.
Position in PM — Philip Morris International Inc.
CIK 1005441
DUBUQUE, IA
Position in PM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,535,202
+$147,835 QoQ
Shares Held
8,486
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,158
of 2,919 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $9,041,529 across 2 Tobacco names. PM ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
104,327 | $7,506,327 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
8,486 | $1,535,202 |
All Filings in PM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,535,202 | 8,486 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,387,367 | 8,391 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,753,172 | 10,930 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,754,679 | 10,818 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,961,722 | 10,771 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,808,569 | 11,394 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,417,482 | 11,778 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,322,410 | 10,893 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,105,408 | 10,909 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,032,374 | 11,268 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $819,624 | 8,712 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $828,868 | 8,953 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $873,601 | 8,949 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $863,093 | 8,875 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $895,303 | 8,846 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $746,093 | 8,988 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $889,351 | 9,007 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $947,197 | 10,083 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $986,005 | 10,379 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $967,521 | 10,207 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,056,215 | 10,657 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $900,356 | 10,146 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $832,950 | 10,061 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $835,763 | 11,145 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $801,836 | 11,445 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $641,975 | 8,799 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||