B. Riley Wealth Advisors, Inc.

Position in PM — Philip Morris International Inc.

CIK 1464811 MEMPHIS, TN

Position in PM

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,487,261

-$43,787 QoQ

Shares Held

8,221

-11.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,175

of 2,919 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $3,104,641 across 3 Tobacco names. PM ranks #1 (47.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	8,221	$1,487,261
2	MO	Altria Group, Inc.	18,832	$1,354,962
3	BTI	British American Tobacco p.l.c.	4,249	$262,418

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,487,261	8,221	-11.2%	Shares	Sole	2026-07-14
2026-03-31	$1,531,048	9,260	-7.6%	Shares	Sole	2026-04-27
2025-12-31	$1,607,208	10,020	+1.9%	Shares	Sole	2026-02-17
2025-09-30	$1,594,588	9,831	-6.2%	Shares	Sole	2025-10-31
2025-06-30	$1,908,540	10,479	-47.1%	Shares	Sole	2025-08-19
2024-12-31	$2,385,938	19,825	-16.0%	Shares	Sole	2025-02-25
2024-09-30	$2,866,011	23,608	-23.7%	Shares	Sole	2024-12-13
2024-06-30	$3,136,467	30,953	-22.6%	Shares	Sole	2024-08-19
2024-03-31	$3,663,334	39,984	+24.9%	Shares	Sole	2024-05-16
2023-12-31	$3,010,842	32,003	-20.0%	Shares	Sole	2024-03-15
2023-09-30	$3,701,718	39,984	-2.8%	Shares	Sole	2023-12-01
2023-06-30	$4,013,743	41,116	-7.2%	Shares	Sole	2023-07-27
2023-03-31	$4,307,494	44,293	-16.1%	Shares	Sole	2023-05-17
2022-12-31	$5,341,863	52,780	+10.3%	Shares	Sole	2023-03-15
2022-09-30	$3,971,944	47,849	+16.9%	Shares	Other	2022-11-22
2022-06-30	$4,040,637	40,922	-6.5%	Shares	Other	2022-08-12
2022-03-31	$4,112,223	43,775	-17.3%	Shares	Other	2022-05-02
2021-12-31	$5,030,060	52,948	+3.0%	Shares	Other	2022-01-28
2021-09-30	$4,871,163	51,389	+1.1%	Shares	Other	2021-11-16
2021-06-30	$5,036,274	50,815	+5.8%	Shares	Other	2021-08-10
2021-03-31	$4,260,849	48,015	+34.1%	Shares	Other	2021-05-13
2020-12-31	$2,964,873	35,812	-18.3%	Shares	Other	2021-02-04
2020-09-30	$3,287,560	43,840	+6.0%	Shares	Other	2020-11-09
2020-06-30	$2,898,309	41,369	-7.7%	Shares	Other	2020-07-31
2020-03-31	$3,268,534	44,799	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.