Atria Investments, Inc

Position in PM — Philip Morris International Inc.

CIK 1535865 Charlotte, NC

Position in PM

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

Position Value

$31,951,419

+$539,465 QoQ

Shares Held

176,615

-7.0% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#281

of 2,919 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Atria Investments, Inc holds $50,287,639 across 3 Tobacco names. PM ranks #1 (63.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	176,615	$31,951,419
2	MO	Altria Group, Inc.	129,234	$9,298,386
3	BTI	British American Tobacco p.l.c.	146,338	$9,037,834

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,951,419	176,615	-7.0%	Shares	Sole	2026-07-28
2026-03-31	$31,411,954	189,984	+3.6%	Shares	Sole	2026-05-05
2025-12-31	$29,414,472	183,382	+1.0%	Shares	Sole	2026-02-05
2025-09-30	$29,438,002	181,492	+3.6%	Shares	Sole	2025-11-06
2025-06-30	$31,891,873	175,105	+4.0%	Shares	Sole	2025-08-04
2025-03-31	$26,731,401	168,408	+24.9%	Shares	Sole	2025-05-06
2024-12-31	$16,233,530	134,886	-1.0%	Shares	Sole	2025-02-06
2024-09-30	$16,534,922	136,202	-9.9%	Shares	Sole	2024-11-01
2024-06-30	$15,325,149	151,240	-11.5%	Shares	Sole	2024-08-13
2024-03-31	$15,651,261	170,828	-2.3%	Shares	Sole	2024-05-21
2023-12-31	$16,444,525	174,793	+11.9%	Shares	Sole	2024-02-14
2023-09-30	$14,455,441	156,140	+3.6%	Shares	Sole	2023-11-07
2023-06-30	$14,718,948	150,778	+1.8%	Shares	Sole	2023-08-04
2023-03-31	$14,404,378	148,117	+8.2%	Shares	Sole	2023-05-10
2022-12-31	$13,854,333	136,887	+3.1%	Shares	Sole	2023-01-31
2022-09-30	$11,017,917	132,730	+5.7%	Shares	Sole	2022-11-01
2022-06-30	$12,400,954	125,592	-15.5%	Shares	Sole	2022-08-11
2022-03-31	$13,970,381	148,716	+2.4%	Shares	Sole	2022-05-02
2021-12-31	$13,799,510	145,258	+5.8%	Shares	Sole	2022-02-04
2021-09-30	$13,017,605	137,331	+6.4%	Shares	Sole	2021-11-16
2021-06-30	$12,789,352	129,042	+10.3%	Shares	Sole	2021-08-10
2021-03-31	$10,381,515	116,988	+15.3%	Shares	Sole	2021-05-11
2020-12-31	$8,398,465	101,443	+15.5%	Shares	Sole	2021-02-12
2020-09-30	$6,586,221	87,828	+25.3%	Shares	Sole	2020-11-05
2020-06-30	$4,909,734	70,079	—	Shares	Sole	2020-09-22
No filing history on record for this holder in this stock.