Forvis Mazars Wealth Advisors, LLC
Position in PM — Philip Morris International Inc.
CIK 1352864
Springfield, MO
Position in PM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,479,009
+$361,004 QoQ
Shares Held
13,703
+7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#940
of 2,919 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $4,093,495 across 2 Tobacco names. PM ranks #1 (60.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
13,703 | $2,479,009 | |
| 2 | MO |
Altria Group, Inc.
|
22,439 | $1,614,486 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,479,009 | 13,703 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,118,005 | 12,810 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,965,862 | 12,256 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,164,883 | 13,347 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,323,068 | 12,755 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,968,410 | 12,401 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,006,487 | 8,363 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,036,513 | 8,538 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,381,229 | 13,631 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,060,959 | 11,580 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $862,995 | 9,173 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $897,285 | 9,692 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $972,002 | 9,957 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $997,493 | 10,257 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,048,029 | 10,355 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $851,267 | 10,255 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,075,871 | 10,896 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $889,611 | 9,470 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $845,500 | 8,900 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $863,536 | 9,110 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $642,530 | 6,483 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $646,559 | 7,286 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $827,072 | 9,990 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $766,697 | 10,224 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $721,337 | 10,296 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $712,527 | 9,766 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||