CAPITAL FINANCIAL GROUP INC\CO\ /ADV
Position in PM — Philip Morris International Inc.
CIK 1061555
LITTLETON, CO
Position in PM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,269,626
+$72,730 QoQ
Shares Held
7,018
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.62%
of 13F equity value
Holder Rank
#1,266
of 2,919 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026CAPITAL FINANCIAL GROUP INC\CO\ /ADV holds $2,932,750 across 2 Tobacco names. PM ranks #2 (43.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
23,115 | $1,663,124 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
7,018 | $1,269,626 |
All Filings in PM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,269,626 | 7,018 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,196,896 | 7,239 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,133,386 | 7,066 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||