EXCALIBUR MANAGEMENT CORP

Position in PM — Philip Morris International Inc.

CIK 1009003 WALTHAM, MA

Position in PM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,616,973

+$109,403 QoQ

Shares Held

8,938

-2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#1,131

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

EXCALIBUR MANAGEMENT CORP holds $3,479,601 across 3 Tobacco names. PM ranks #1 (46.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	8,938	$1,616,973
2	MO	Altria Group, Inc.	17,741	$1,276,464
3	BTI	British American Tobacco p.l.c.	9,491	$586,164

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,616,973	8,938	-2.0%	Shares	Sole	2026-08-03
2026-03-31	$1,507,570	9,118	-0.7%	Shares	Sole	2026-05-05
2025-12-31	$1,472,953	9,183	-1.0%	Shares	Sole	2026-02-10
2025-09-30	$1,504,080	9,273	-10.4%	Shares	Sole	2025-11-10
2025-06-30	$1,885,956	10,355	-0.6%	Shares	Sole	2025-08-06
2025-03-31	$1,654,284	10,422	-1.7%	Shares	Sole	2025-05-08
2024-12-31	$1,275,348	10,597	-0.3%	Shares	Sole	2025-02-12
2024-09-30	$1,290,482	10,630	-1.8%	Shares	Sole	2024-11-14
2024-06-30	$1,097,403	10,830	+1.9%	Shares	Sole	2024-08-09
2024-03-31	$974,103	10,632	0.0%	Shares	Sole	2024-05-13
2023-12-31	$1,000,258	10,632	0.0%	Shares	Sole	2024-02-12
2023-09-30	$984,310	10,632	-0.2%	Shares	Sole	2023-11-13
2023-06-30	$1,039,848	10,652	-0.3%	Shares	Sole	2023-08-08
2023-03-31	$1,039,310	10,687	0.0%	Shares	Sole	2023-05-08
2022-12-31	$1,081,631	10,687	-1.8%	Shares	Sole	2023-02-10
2022-09-30	$903,729	10,887	-0.5%	Shares	Sole	2022-11-04
2022-06-30	$1,079,919	10,937	-1.8%	Shares	Sole	2022-07-25
2022-03-31	$1,046,021	11,135	-1.0%	Shares	Sole	2022-05-03
2021-12-31	$1,068,655	11,249	0.0%	Shares	Sole	2022-02-10
2021-09-30	$1,066,292	11,249	-1.9%	Shares	Sole	2021-10-28
2021-06-30	$1,136,494	11,467	-1.3%	Shares	Sole	2021-07-26
2021-03-31	$1,031,158	11,620	-2.5%	Shares	Sole	2021-05-03
2020-12-31	$986,856	11,920	+3.8%	Shares	Sole	2021-01-26
2020-09-30	$861,410	11,487	+7.2%	Shares	Sole	2020-11-02
2020-06-30	$750,973	10,719	-0.1%	Shares	Sole	2020-08-14
2020-03-31	$782,787	10,729	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.