Position in PM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$800,888
+$63,637 QoQ
Shares Held
4,427
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,562
of 2,919 holders
Holding Since
Jun 2020
25 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, 2026BSW Wealth Partners holds $1,154,594 across 2 Tobacco names. PM ranks #1 (69.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
4,427 | $800,888 | |
| 2 | MO |
Altria Group, Inc.
|
4,916 | $353,706 |
All Filings in PM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $800,888 | 4,427 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $737,251 | 4,459 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $710,411 | 4,429 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $721,141 | 4,446 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $810,114 | 4,448 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $707,142 | 4,455 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $538,445 | 4,474 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $530,882 | 4,373 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $401,672 | 3,964 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $363,181 | 3,964 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $372,933 | 3,964 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $366,987 | 3,964 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $387,453 | 3,969 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $385,985 | 3,969 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $401,702 | 3,969 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $329,466 | 3,969 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $389,529 | 3,945 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $370,593 | 3,945 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $374,775 | 3,945 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $373,946 | 3,945 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $397,728 | 4,013 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $356,113 | 4,013 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $332,236 | 4,013 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $303,709 | 4,050 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $276,386 | 3,945 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||