Position in PM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,934,249
+$385,061 QoQ
Shares Held
21,747
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#766
of 2,919 holders
Holding Since
Mar 2020
26 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, 2026Welch Group, LLC holds $6,975,791 across 2 Tobacco names. PM ranks #1 (56.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
21,747 | $3,934,249 | |
| 2 | MO |
Altria Group, Inc.
|
42,273 | $3,041,542 |
All Filings in PM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,934,249 | 21,747 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,549,188 | 21,466 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,493,512 | 21,780 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,522,335 | 21,716 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,944,207 | 21,656 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,428,091 | 21,597 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,597,875 | 21,586 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,619,447 | 21,577 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,185,384 | 21,567 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,947,474 | 21,256 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,921,207 | 20,421 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,889,372 | 20,408 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,991,252 | 20,398 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,982,830 | 20,389 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,062,457 | 20,378 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,682,944 | 20,274 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,947,942 | 19,728 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,856,630 | 19,764 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,884,040 | 19,832 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,879,685 | 19,830 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,971,496 | 19,892 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,767,612 | 19,919 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,463,230 | 17,674 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,264,706 | 16,865 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,362,737 | 19,451 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,246,010 | 17,078 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||