Retirement Planning Group, LLC
PensionPosition in PM — Philip Morris International Inc.
CIK 1508195
LEAWOOD, KS
Position in PM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,026,584
+$143,764 QoQ
Shares Held
27,785
-5.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#676
of 2,918 holders
Holding Since
Mar 2025
6 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, 2026Retirement Planning Group, LLC holds $6,800,007 across 2 Tobacco names. PM ranks #1 (73.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
27,785 | $5,026,584 | |
| 2 | MO |
Altria Group, Inc.
|
24,648 | $1,773,423 |
All Filings in PM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,026,584 | 27,785 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,882,820 | 29,532 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,800,451 | 29,928 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,463,382 | 33,683 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,859,729 | 10,211 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $269,047 | 1,695 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||