Position in PM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$793,471
+$68,290 QoQ
Shares Held
4,386
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,570
of 2,919 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026ATWOOD & PALMER INC holds $1,139,406 across 2 Tobacco names. PM ranks #1 (69.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
4,386 | $793,471 | |
| 2 | MO |
Altria Group, Inc.
|
4,808 | $345,935 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $793,471 | 4,386 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $725,181 | 4,386 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $727,574 | 4,536 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $768,179 | 4,736 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $870,945 | 4,782 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $751,745 | 4,736 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $571,181 | 4,746 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $575,314 | 4,739 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $480,202 | 4,739 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $434,187 | 4,739 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $445,845 | 4,739 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $438,736 | 4,739 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $462,621 | 4,739 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $460,867 | 4,739 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $513,033 | 5,069 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $420,777 | 5,069 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $500,513 | 5,069 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $476,181 | 5,069 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $481,555 | 5,069 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $463,428 | 4,889 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $484,548 | 4,889 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $433,849 | 4,889 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $421,318 | 5,089 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $359,952 | 4,800 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $336,288 | 4,800 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $350,208 | 4,800 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||