Institute for Wealth Management, LLC.

Position in PM — Philip Morris International Inc.

CIK 1533954 DENVER, CO

Position in PM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$465,481

+$37,086 QoQ

Shares Held

2,573

-0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,975

of 2,919 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $992,548 across 3 Tobacco names. PM ranks #2 (46.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	7,298	$525,091
2	PM	Philip Morris International Inc. This page	2,573	$465,481
3	BTI	British American Tobacco p.l.c.	32	$1,976

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$465,481	2,573	-0.7%	Shares	Sole	2026-07-28
2026-03-31	$428,395	2,591	+0.7%	Shares	Sole	2026-05-14
2025-12-31	$412,548	2,572	+20.5%	Shares	Sole	2026-01-27
2025-09-30	$346,297	2,135	+2.8%	Shares	Sole	2025-10-17
2025-06-30	$378,284	2,077	0.0%	Shares	Sole	2025-07-18
2025-03-31	$329,682	2,077	0.0%	Shares	Sole	2025-04-21
2024-12-31	$249,966	2,077	-25.6%	Shares	Sole	2025-01-23
2024-09-30	$338,706	2,790	0.0%	Shares	Sole	2024-11-12
2024-06-30	$282,710	2,790	+1.6%	Shares	Sole	2024-07-25
2024-03-31	$251,680	2,747	+6.3%	Shares	Sole	2024-04-30
2023-12-31	$243,196	2,585	0.0%	Shares	Sole	2024-01-31
2023-09-30	$239,319	2,585	-0.9%	Shares	Sole	2023-10-13
2023-06-30	$254,690	2,609	0.0%	Shares	Sole	2023-07-25
2023-03-31	$253,725	2,609	0.0%	Shares	Sole	2023-04-20
2022-12-31	$264,056	2,609	-0.2%	Shares	Sole	2023-02-02
2022-09-30	$216,905	2,613	0.0%	Shares	Sole	2022-10-18
2022-06-30	$258,007	2,613	-0.9%	Shares	Sole	2022-07-25
2022-03-31	$247,625	2,636	0.0%	Shares	Sole	2022-04-29
2021-12-31	$250,420	2,636	+0.9%	Shares	Sole	2022-01-21
2021-09-30	$247,686	2,613	0.0%	Shares	Sole	2021-11-15
2021-06-30	$258,974	2,613	0.0%	Shares	Sole	2021-07-21
2021-03-31	$231,877	2,613	-8.8%	Shares	Sole	2021-05-04
2020-12-31	$237,276	2,866	-24.8%	Shares	Sole	2021-02-01
2020-09-30	$285,786	3,811	+34.7%	Shares	Sole	2020-11-03
2020-03-31	$206,403	2,829	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.