GRIMES & Co WEALTH MANAGEMENT, LLC
Position in PM — Philip Morris International Inc.
CIK 1321993
WESTBOROUGH, MA
Position in PM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,112,123
+$174,339 QoQ
Shares Held
11,675
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#995
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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $3,084,311 across 2 Tobacco names. PM ranks #1 (68.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
11,675 | $2,112,123 | |
| 2 | MO |
Altria Group, Inc.
|
13,512 | $972,188 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,112,123 | 11,675 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $1,937,784 | 11,720 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $1,798,244 | 11,211 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,559,390 | 9,614 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,148,329 | 6,305 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $875,713 | 5,517 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $658,554 | 5,472 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $633,829 | 5,221 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $509,384 | 5,027 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $471,842 | 5,150 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $488,933 | 5,197 | Shares | Other | 2024-01-24 | |
| 2023-09-30 | $351,340 | 3,795 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $367,831 | 3,768 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $378,010 | 3,887 | Shares | Other | 2023-04-20 | |
| 2022-12-31 | $413,139 | 4,082 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $340,755 | 4,105 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $403,352 | 4,085 | Shares | Other | 2022-07-22 | |
| 2022-03-31 | $391,165 | 4,164 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $414,865 | 4,367 | Shares | Other | 2022-02-01 | |
| 2021-09-30 | $424,089 | 4,474 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $439,254 | 4,432 | Shares | Other | 2021-08-04 | |
| 2021-03-31 | $393,117 | 4,430 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $370,649 | 4,477 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $405,020 | 5,401 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $448,313 | 6,399 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $479,857 | 6,577 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||