UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in PM — Philip Morris International Inc.

CIK 1463217 IRVING, TX

Back to PM Full portfolio

Position in PM

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$13,256,180

+$1,182,227 QoQ

Shares Held

73,275

+0.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#419

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, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $22,524,438 across 3 Tobacco names. PM ranks #1 (58.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	73,275	$13,256,180
2	MO	Altria Group, Inc.	96,246	$6,924,899
3	BTI	British American Tobacco p.l.c.	37,943	$2,343,359

All Filings in PM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,256,180	73,275	+0.3%	Shares	Defined	2026-08-17
2026-03-31	$12,073,953	73,025	+2.1%	Shares	Defined	2026-05-15
2025-12-31	$11,475,818	71,545	+20.5%	Shares	Defined	2026-02-17
2025-09-30	$9,629,651	59,369	+1.9%	Shares	Defined	2025-11-14
2025-06-30	$10,610,347	58,257	+3.6%	Shares	Defined	2025-08-11
2025-03-31	$8,929,514	56,256	+4.9%	Shares	Defined	2025-05-13
2024-12-31	$6,456,175	53,645	+0.5%	Shares	Defined	2025-02-13
2024-09-30	$6,483,002	53,402	+3.1%	Shares	Defined	2024-11-12
2024-06-30	$5,247,272	51,784	-1.1%	Shares	Defined	2024-08-14
2024-03-31	$4,798,322	52,372	-2.9%	Shares	Defined	2024-05-15
2023-12-31	$5,073,828	53,931	+107.7%	Shares	Defined	2024-02-14
2023-09-30	$2,404,024	25,967	-6.2%	Shares	Defined	2023-11-14
2023-06-30	$2,703,488	27,694	-36.2%	Shares	Defined	2023-08-14
2023-03-31	$4,223,275	43,427	-8.4%	Shares	Defined	2023-08-15
2022-12-31	$4,796,746	47,394	-5.7%	Shares	Defined	2023-02-15
2022-09-30	$4,172,829	50,269	-28.9%	Shares	Defined	2022-11-14
2022-06-30	$6,977,857	70,669	-24.8%	Shares	Defined	2022-08-11
2022-03-31	$8,833,647	94,035	-3.8%	Shares	Defined	2022-05-16
2021-12-31	$9,291,000	97,800	+0.8%	Shares	Defined	2022-02-14
2021-09-30	$9,199,559	97,052	-7.2%	Shares	Defined	2021-11-15
2021-06-30	$10,363,437	104,565	-7.3%	Shares	Defined	2021-08-13
2021-03-31	$10,009,694	112,798	-2.8%	Shares	Defined	2021-05-14
2020-12-31	$9,610,014	116,077	-0.4%	Shares	Defined	2021-02-17
2020-09-30	$8,736,934	116,508	-3.7%	Shares	Defined	2020-11-13
2020-06-30	$8,476,769	120,993	-2.8%	Shares	Defined	2020-08-13
2020-03-31	$9,083,738	124,503	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.