MORRIS FINANCIAL CONCEPTS, INC.

Position in PM — Philip Morris International Inc.

CIK 1387386 MOUNT PLEASANT, SC

Position in PM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$255,264

+$21,970 QoQ

Shares Held

1,411

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#2,448

of 2,919 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

MORRIS FINANCIAL CONCEPTS, INC. holds $594,868 across 2 Tobacco names. PM ranks #2 (42.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MO	Altria Group, Inc.	4,720	$339,604
2	PM	Philip Morris International Inc. This page	1,411	$255,264

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$255,264	1,411	0.0%	Shares	Sole	2026-07-29
2026-03-31	$233,294	1,411	-8.1%	Shares	Sole	2026-04-17
2025-12-31	$246,374	1,536	0.0%	Shares	Sole	2026-02-09
2025-09-30	$249,139	1,536	0.0%	Shares	Sole	2025-10-21
2025-06-30	$279,751	1,536	0.0%	Shares	Sole	2025-07-28
2025-03-31	$243,809	1,536	-42.5%	Shares	Sole	2025-04-29
2023-12-31	$251,475	2,673	+4.5%	Shares	Sole	2024-01-29
2023-09-30	$236,727	2,557	-38.8%	Shares	Sole	2023-10-24
2023-06-30	$408,051	4,180	0.0%	Shares	Sole	2023-08-09
2023-03-31	$406,505	4,180	0.0%	Shares	Sole	2023-05-10
2022-12-31	$423,057	4,180	0.0%	Shares	Sole	2023-01-19
2022-09-30	$346,981	4,180	-1.0%	Shares	Sole	2022-10-25
2022-06-30	$416,979	4,223	0.0%	Shares	Sole	2022-07-25
2022-03-31	$396,708	4,223	0.0%	Shares	Sole	2022-04-29
2021-12-31	$401,185	4,223	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.