BALDWIN WEALTH PARTNERS LLC/MA
Position in PM — Philip Morris International Inc.
CIK 1021258
Marion, MA
Position in PM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$4,666,030
+$346,689 QoQ
Shares Held
25,792
-1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#703
of 2,919 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $7,191,762 across 2 Tobacco names. PM ranks #1 (64.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
25,792 | $4,666,030 | |
| 2 | MO |
Altria Group, Inc.
|
35,104 | $2,525,732 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,666,030 | 25,792 | Shares | Other | 2026-07-14 | |
| 2026-03-31 | $4,319,341 | 26,124 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,297,275 | 26,791 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $4,412,001 | 27,201 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,999,649 | 27,451 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,379,678 | 27,592 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,691,375 | 30,672 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,332,644 | 35,689 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,233,845 | 31,914 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,961,433 | 32,323 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $3,270,597 | 34,764 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $3,232,801 | 34,919 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,934,866 | 40,308 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,917,035 | 40,278 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,055,787 | 40,073 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $437,545 | 5,271 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $520,458 | 5,271 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $495,157 | 5,271 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $500,745 | 5,271 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $499,638 | 5,271 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $522,408 | 5,271 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $467,748 | 5,271 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $436,386 | 5,271 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $395,272 | 5,271 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $369,286 | 5,271 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $384,572 | 5,271 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||