Crestwood Advisors Group, LLC

Position in PM — Philip Morris International Inc.

CIK 1426853 BOSTON, MA

Position in PM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$4,654,814

+$488,908 QoQ

Shares Held

25,730

+2.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#706

of 2,919 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $7,006,118 across 3 Tobacco names. PM ranks #1 (66.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	25,730	$4,654,814
2	MO	Altria Group, Inc.	29,799	$2,144,038
3	BTI	British American Tobacco p.l.c.	3,356	$207,266

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,654,814	25,730	+2.1%	Shares	Sole	2026-08-03
2026-03-31	$4,165,906	25,196	+10.9%	Shares	Sole	2026-05-05
2025-12-31	$3,644,288	22,720	+14.7%	Shares	Sole	2026-02-03
2025-09-30	$3,212,208	19,804	+2.7%	Shares	Sole	2025-11-07
2025-06-30	$3,511,284	19,279	+3.6%	Shares	Sole	2025-08-05
2025-03-31	$2,954,441	18,613	-0.6%	Shares	Sole	2025-05-05
2024-12-31	$2,253,313	18,723	+2.8%	Shares	Sole	2025-02-04
2024-09-30	$2,211,908	18,220	-3.8%	Shares	Sole	2024-10-30
2024-06-30	$1,918,379	18,932	-5.4%	Shares	Sole	2024-08-01
2024-03-31	$1,834,049	20,018	-3.4%	Shares	Sole	2024-05-08
2023-12-31	$1,950,090	20,728	+2.4%	Shares	Sole	2024-02-13
2023-09-30	$1,874,004	20,242	+119.9%	Shares	Sole	2023-11-15
2023-06-30	$898,689	9,206	-10.7%	Shares	Sole	2023-08-15
2023-03-31	$1,002,744	10,311	-4.0%	Shares	Sole	2023-05-12
2022-12-31	$1,087,602	10,746	-7.5%	Shares	Sole	2023-02-14
2022-09-30	$964,327	11,617	-6.8%	Shares	Sole	2022-10-26
2022-06-30	$1,230,300	12,460	-8.4%	Shares	Sole	2022-07-07
2022-03-31	$1,278,523	13,610	-53.0%	Shares	Sole	2022-04-12
2021-12-31	$2,752,910	28,978	+6.0%	Shares	Sole	2022-02-15
2021-09-30	$2,592,222	27,347	-32.7%	Shares	Sole	2021-11-03
2021-06-30	$4,027,433	40,636	-34.6%	Shares	Sole	2021-08-13
2021-03-31	$5,517,232	62,173	-11.6%	Shares	Sole	2021-04-21
2020-12-31	$5,822,869	70,333	-9.7%	Shares	Sole	2021-02-09
2020-09-30	$5,842,770	77,914	-2.6%	Shares	Sole	2020-10-06
2020-06-30	$5,604,239	79,992	-5.7%	Shares	Sole	2020-08-14
2020-03-31	$6,191,750	84,865	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.