FIRST FOUNDATION ADVISORS

Endowment

Position in PM — Philip Morris International Inc.

CIK 1086763 Irvine, CA

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Position in PM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$16,495,734

+$1,288,754 QoQ

Shares Held

91,182

-0.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#377

of 2,919 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Common Shares in PM Over Time

Shares Held

Position Value (USD)

Position in Tobacco

Consumer Defensive · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $17,207,074 across 3 Tobacco names. PM ranks #1 (95.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	91,182	$16,495,734
2	BTI	British American Tobacco p.l.c.	7,565	$467,214
3	MO	Altria Group, Inc.	3,393	$244,126

All Filings in PM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,495,734	91,182	-0.9%	Shares	Defined	2026-08-14
2026-03-31	$15,206,980	91,974	-0.1%	Shares	Defined	2026-05-04
2025-12-31	$14,766,263	92,059	-15.4%	Shares	Defined	2026-02-04
2025-09-30	$17,648,494	108,807	-3.5%	Shares	Defined	2025-11-17
2025-06-30	$20,544,628	112,802	-11.5%	Shares	Defined	2025-08-14
2025-03-31	$20,239,503	127,509	-8.7%	Shares	Defined	2025-05-08
2024-12-31	$16,807,599	139,656	-32.2%	Shares	Sole	2025-02-13
2024-09-30	$24,995,287	205,892	-14.0%	Shares	Sole	2024-11-14
2024-06-30	$24,271,978	239,534	-2.4%	Shares	Sole	2024-08-06
2024-03-31	$22,484,462	245,410	-23.0%	Shares	Sole	2024-05-10
2023-12-31	$29,975,202	318,614	-2.2%	Shares	Sole	2024-02-14
2023-09-30	$30,154,231	325,710	-11.5%	Shares	Defined	2023-11-15
2023-06-30	$35,912,737	367,883	-1.0%	Shares	Defined	2023-08-14
2023-03-31	$36,134,695	371,565	+5.8%	Shares	Sole	2023-05-12
2022-12-31	$35,543,636	351,187	+15.4%	Shares	Defined	2023-02-14
2022-09-30	$25,252,887	304,215	+0.5%	Shares	Defined	2022-11-14
2022-06-30	$29,884,648	302,660	-0.5%	Shares	Sole	2022-08-12
2022-03-31	$28,580,398	304,241	+0.5%	Shares	Defined	2022-05-05
2021-12-31	$28,744,910	302,578	+3.8%	Shares	Defined	2022-02-14
2021-09-30	$27,628,914	291,475	-0.2%	Shares	Defined	2021-11-15
2021-06-30	$28,943,984	292,039	-2.0%	Shares	Defined	2021-08-13
2021-03-31	$26,442,478	297,977	-5.6%	Shares	Defined	2021-05-18
2020-12-31	$26,123,059	315,534	-0.4%	Shares	Defined	2021-02-16
2020-09-30	$23,754,506	316,769	-3.5%	Shares	Sole	2020-11-12
2020-06-30	$22,999,295	328,280	-2.3%	Shares	Sole	2020-08-14
2020-03-31	$24,510,838	335,949	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.