Evercore Wealth Management, LLC
Position in PM — Philip Morris International Inc.
CIK 1482689
New York, NY
Position in PM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,493,080
+$372,808 QoQ
Shares Held
24,836
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#720
of 2,919 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 1%
None 24%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Evercore Wealth Management, LLC holds $5,288,631 across 2 Tobacco names. PM ranks #1 (85.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
24,836 | $4,493,080 | |
| 2 | MO |
Altria Group, Inc.
|
11,057 | $795,551 |
All Filings in PM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,493,080 | 24,836 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,120,272 | 24,920 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,158,690 | 25,927 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,193,194 | 25,852 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,506,078 | 24,741 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,936,027 | 24,797 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,001,889 | 24,943 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,027,958 | 24,942 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,124,712 | 30,837 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,850,389 | 31,111 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,063,996 | 32,568 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,998,572 | 32,389 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,201,252 | 32,793 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $3,406,569 | 35,029 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,594,168 | 35,512 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,991,431 | 36,037 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,050,709 | 41,024 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,919,552 | 41,724 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,344,285 | 35,203 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,434,052 | 36,228 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,591,052 | 36,233 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,357,122 | 37,831 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,103,879 | 37,491 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,730,385 | 36,410 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,737,874 | 39,079 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,942,840 | 40,335 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||