BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in PM — Philip Morris International Inc.
CIK 1352860
BLUE BELL, PA
Position in PM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,568
-$52,568 QoQ
Shares Held
75
-81.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,855
of 2,919 holders
Holding Since
Dec 2021
19 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, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $247,333 across 2 Tobacco names. PM ranks #2 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
3,249 | $233,765 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
75 | $13,568 |
All Filings in PM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,568 | 75 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $66,136 | 400 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $64,160 | 400 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $64,880 | 400 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $85,054 | 467 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $68,571 | 432 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $51,991 | 432 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $70,169 | 578 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $52,894 | 522 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $47,825 | 522 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $49,109 | 522 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $48,326 | 522 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $55,838 | 572 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,002 | 72 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $7,287 | 72 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $5,976 | 72 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $7,109 | 72 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,697 | 50 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $14,250 | 150 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||