EVERGREEN CAPITAL MANAGEMENT LLC

Position in PM — Philip Morris International Inc.

CIK 1260824 Bellevue, WA

Position in PM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$4,125,289

+$278,490 QoQ

Shares Held

22,803

-2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#748

of 2,919 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 3% Shared 97% None 0%

Consumer Defensive · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $9,962,924 across 3 Tobacco names. PM ranks #1 (41.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	22,803	$4,125,289
2	MO	Altria Group, Inc.	42,149	$3,032,620
3	BTI	British American Tobacco p.l.c.	45,418	$2,805,015

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,125,289	22,803	-2.0%	Shares	Sole	2026-07-23
2026-03-31	$3,846,799	23,266	+32.5%	Shares	Sole	2026-05-14
2025-12-31	$2,816,302	17,558	+1.0%	Shares	Other	2026-01-27
2025-09-30	$2,820,333	17,388	+14.6%	Shares	Other	2025-10-28
2025-06-30	$2,763,640	15,174	+3.6%	Shares	Sole	2025-08-14
2025-03-31	$2,325,076	14,648	+6.5%	Shares	Sole	2025-05-15
2024-12-31	$1,655,053	13,752	-1.9%	Shares	Sole	2025-02-13
2024-09-30	$1,702,512	14,024	+75.5%	Shares	Other	2024-11-14
2024-06-30	$809,727	7,991	-23.2%	Shares	Sole	2024-08-14
2024-03-31	$953,305	10,405	-28.2%	Shares	Other	2024-05-15
2023-12-31	$1,363,595	14,494	+38.3%	Shares	Other	2024-02-14
2023-09-30	$970,145	10,479	-2.6%	Shares	Other	2023-11-14
2023-06-30	$1,050,195	10,758	+22.4%	Shares	Other	2023-08-14
2023-03-31	$854,535	8,787	-1.7%	Shares	Sole	2023-05-15
2022-12-31	$904,614	8,938	+7.1%	Shares	Other	2023-02-14
2022-09-30	$693,050	8,349	+30.4%	Shares	Other	2022-11-14
2022-06-30	$632,231	6,403	+15.1%	Shares	Sole	2022-08-15
2022-03-31	$522,588	5,563	+21.8%	Shares	Sole	2022-05-16
2021-12-31	$433,960	4,568	-11.6%	Shares	Sole	2022-03-11
2021-09-30	$489,685	5,166	+48.2%	Shares	Sole	2021-11-15
2021-06-30	$345,398	3,485	-31.1%	Shares	Sole	2021-08-16
2021-03-31	$449,113	5,061	+85.4%	Shares	Sole	2021-05-17
2020-12-31	$226,016	2,730	-31.9%	Shares	Sole	2021-02-16
2020-09-30	$300,709	4,010	+22.2%	Shares	Sole	2020-11-16
2020-03-31	$239,454	3,282	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.