PHILLIPS FINANCIAL MANAGEMENT, LLC
Position in PM — Philip Morris International Inc.
CIK 1350660
FORT WAYNE, IN
Position in PM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$258,339
New position
Shares Held
1,428
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,433
of 2,919 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026PHILLIPS FINANCIAL MANAGEMENT, LLC holds $488,435 across 2 Tobacco names. PM ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
1,428 | $258,339 | |
| 2 | MO |
Altria Group, Inc.
|
3,198 | $230,096 |
All Filings in PM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,339 | 1,428 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||