Position in PM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$765,068
+$332,043 QoQ
Shares Held
4,229
+61.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,591
of 2,919 holders
Holding Since
Sep 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026ASPIRIANT, LLC holds $1,137,337 across 2 Tobacco names. PM ranks #1 (67.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
4,229 | $765,068 | |
| 2 | MO |
Altria Group, Inc.
|
5,174 | $372,269 |
All Filings in PM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $765,068 | 4,229 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $433,025 | 2,619 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $253,432 | 1,580 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $224,484 | 1,384 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $402,689 | 2,211 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $286,031 | 1,802 | Shares | Sole | 2025-04-21 | |
| 2024-06-30 | $231,336 | 2,283 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $280,906 | 3,066 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $333,325 | 3,543 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $380,781 | 4,113 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $272,555 | 2,792 | Shares | Sole | 2023-07-19 | |
| 2022-03-31 | $223,389 | 2,378 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $383,040 | 4,032 | Shares | Sole | 2022-02-14 | |
| 2020-09-30 | $376,374 | 5,019 | Shares | Sole | 2020-10-29 | |
| No filing history on record for this holder in this stock. | ||||||