SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in PM — Philip Morris International Inc.

CIK 1531593 NEW YORK, NY

Back to PM Full portfolio

Position in PM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$228,127

+$185,800 QoQ

Shares Held

1,261

+392.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,540

of 2,919 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in PM Over Time

Shares Held

Position Value (USD)

Derivatives in PM

reported options exposure · as of Mar 31, 2024

CallValue

$375,642

CallShares

4,100

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Tobacco

Consumer Defensive · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $425,779 across 3 Tobacco names. PM ranks #1 (53.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	1,261	$228,127
2	MO	Altria Group, Inc.	2,287	$164,549
3	BTI	British American Tobacco p.l.c.	536	$33,103

All Filings in PM

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35 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$228,127	1,261	+392.6%	Shares	Sole	2026-08-03
2026-03-31	$42,327	256	-97.7%	Shares	Sole	2026-04-30
2025-12-31	$1,750,124	10,911	+306.5%	Shares	Sole	2026-02-17
2025-09-30	$435,344	2,684	+156.1%	Shares	Sole	2025-11-13
2025-06-30	$190,872	1,048	-90.2%	Shares	Sole	2025-08-12
2024-12-31	$1,287,745	10,700	+127.7%	Shares	Sole	2025-02-12
2024-09-30	$570,580	4,700	-38.2%	Shares	Sole	2024-11-07
2024-06-30	$770,108	7,600	+1800.0%	Shares	Sole	2024-07-26
2024-03-31	$36,648	400	+39900.0%	Shares	Sole	2024-05-13
2024-03-31	$375,642	4,100	+3627.3%	Call	Sole	2024-05-13
2023-12-31	$197,568	2,100	+320.0%	Put	Sole	2024-02-14
2023-09-30	$92	1	-100.0%	Shares	Sole	2023-11-13
2023-06-30	$461,644	4,729	+50.6%	Shares	Sole	2023-08-14
2023-03-31	$305,365	3,140	-59.0%	Shares	Sole	2023-05-12
2022-12-31	$775,875	7,666	-10.7%	Shares	Sole	2023-02-13
2022-09-30	$712,889	8,588	+23.7%	Shares	Sole	2022-11-02
2022-06-30	$685,255	6,940	+67.8%	Shares	Sole	2022-08-02
2022-03-31	$388,441	4,135	-46.7%	Shares	Sole	2022-05-11
2021-12-31	$737,485	7,763	-9.7%	Shares	Sole	2022-01-18
2021-12-31	$47,500	500	+112.8%	Put	Sole	2022-01-18
2021-09-30	$815,194	8,600	-74.1%	Shares	Sole	2021-10-20
2021-06-30	$3,287,181	33,167	+245.5%	Shares	Sole	2021-07-19
2021-06-30	$23,290	235	+2.2%	Put	Sole	2021-07-19
2021-03-31	$851,904	9,600	-42.9%	Shares	Sole	2021-04-14
2020-12-31	$19,041	230	+111.0%	Put	Sole	2021-02-25
2020-12-31	$1,390,872	16,800	-14.7%	Shares	Sole	2021-02-25
2020-12-31	$9,106	110	+83.3%	Call	Sole	2021-02-25
2020-09-30	$8,173	109	+19.8%	Put	Sole	2020-10-19
2020-09-30	$1,477,303	19,700	-12.1%	Shares	Sole	2020-10-19
2020-06-30	$6,375	91	+51.7%	Put	Sole	2020-08-06
2020-06-30	$1,569,344	22,400	-9.3%	Shares	Sole	2020-08-06
2020-06-30	$4,203	60	0.0%	Call	Sole	2020-08-06
2020-03-31	$4,377	60	—	Put	Sole	2020-04-28
2020-03-31	$4,377	60	—	Call	Sole	2020-04-28
2020-03-31	$1,802,112	24,700	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.