YHB Investment Advisors, Inc.
Position in PM — Philip Morris International Inc.
CIK 1469219
West Hartford, CT
Position in PM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$441,420
+$87,428 QoQ
Shares Held
2,440
+14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,017
of 2,919 holders
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026YHB Investment Advisors, Inc. holds $792,464 across 2 Tobacco names. PM ranks #1 (55.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
2,440 | $441,420 | |
| 2 | MO |
Altria Group, Inc.
|
4,879 | $351,044 |
All Filings in PM
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,420 | 2,440 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $353,992 | 2,141 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $327,216 | 2,040 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $330,888 | 2,040 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $377,737 | 2,074 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $334,602 | 2,108 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $259,715 | 2,158 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $261,981 | 2,158 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $209,854 | 2,071 | Shares | Sole | 2024-08-01 | |
| 2023-06-30 | $204,025 | 2,090 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $203,252 | 2,090 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $211,528 | 2,090 | Shares | Sole | 2023-01-12 | |
| 2022-06-30 | $206,366 | 2,090 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $223,483 | 2,379 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $245,480 | 2,584 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $272,616 | 2,876 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $285,040 | 2,876 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $264,090 | 2,976 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $241,581 | 2,918 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $203,522 | 2,714 | Shares | Sole | 2020-11-02 | |
| No filing history on record for this holder in this stock. | ||||||