Position in PM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,010,201
+$62,142 QoQ
Shares Held
5,584
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,425
of 2,919 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026WBH ADVISORY INC holds $1,617,890 across 2 Tobacco names. PM ranks #1 (62.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
5,584 | $1,010,201 | |
| 2 | MO |
Altria Group, Inc.
|
8,446 | $607,689 |
All Filings in PM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,010,201 | 5,584 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $948,059 | 5,734 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $922,460 | 5,751 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $751,310 | 4,632 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $995,340 | 5,465 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $874,443 | 5,509 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $519,671 | 4,318 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $520,927 | 4,291 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $482,330 | 4,760 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $443,990 | 4,846 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $465,319 | 4,946 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $461,140 | 4,981 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $395,458 | 4,051 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $393,959 | 4,051 | Shares | Sole | 2023-04-20 | |
| 2022-09-30 | $377,778 | 4,551 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $449,365 | 4,551 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $427,520 | 4,551 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $466,735 | 4,913 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $479,921 | 5,063 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $497,433 | 5,019 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $457,987 | 5,161 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $427,279 | 5,161 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $417,019 | 5,561 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $399,131 | 5,697 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $446,661 | 6,122 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||