Creative Planning

Position in PM — Philip Morris International Inc.

CIK 1540235 OVERLAND PARK, KS

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Position in PM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$112,855,456

+$18,496,415 QoQ

Shares Held

623,821

+9.3% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#147

of 2,924 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Common Shares in PM Over Time

Shares Held

Position Value (USD)

Position in Tobacco

Consumer Defensive · as of Jun 30, 2026

Creative Planning holds $198,149,029 across 5 Tobacco names. PM ranks #1 (57.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	623,821	$112,855,456
2	MO	Altria Group, Inc.	887,099	$63,826,772
3	BTI	British American Tobacco p.l.c.	284,021	$17,541,136
4	UVV	Universal Corp /Va/	72,829	$3,799,488
5	RLX	RLX Technology Inc.	66,409	$126,177

All Filings in PM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$112,855,456	623,821	+9.3%	Shares	Defined	2026-08-13
2026-03-31	$94,359,041	570,697	+17.5%	Shares	Defined	2026-05-12
2025-12-31	$77,925,206	485,818	+2.0%	Shares	Sole	2026-02-17
2025-09-30	$77,284,731	476,478	+1.7%	Shares	Sole	2025-11-14
2025-06-30	$85,341,928	468,577	+6.2%	Shares	Defined	2025-08-08
2025-03-31	$70,032,151	441,203	+13.5%	Shares	Sole	2025-05-15
2024-12-31	$46,769,934	388,616	+6.3%	Shares	Defined	2025-02-14
2024-09-30	$44,377,648	365,549	+5.6%	Shares	Defined	2024-10-11
2024-06-30	$35,066,145	346,059	+2.2%	Shares	Defined	2024-08-15
2024-03-31	$31,017,859	338,549	+10.2%	Shares	Defined	2024-05-13
2023-12-31	$28,913,605	307,330	+5.9%	Shares	Defined	2024-02-14
2023-09-30	$26,858,938	290,116	+7.1%	Shares	Defined	2023-11-16
2023-06-30	$26,453,262	270,982	+1.2%	Shares	Defined	2023-07-21
2023-03-31	$26,051,524	267,882	+4.6%	Shares	Sole	2023-05-15
2022-12-31	$25,912,695	256,029	-7.3%	Shares	Sole	2023-02-10
2022-09-30	$22,934,832	276,290	+4.5%	Shares	Sole	2022-11-03
2022-06-30	$26,095,402	264,284	-1.1%	Shares	Sole	2022-08-15
2022-03-31	$25,102,740	267,221	+30.1%	Shares	Sole	2022-05-16
2021-12-31	$19,509,200	205,360	+1.4%	Shares	Sole	2022-02-11
2021-09-30	$19,195,733	202,508	+7.3%	Shares	Sole	2021-11-10
2021-06-30	$18,699,578	188,675	-23.2%	Shares	Sole	2021-08-04
2021-03-31	$21,799,602	245,657	+3.1%	Shares	Sole	2021-04-30
2020-12-31	$19,731,423	238,331	+5.1%	Shares	Sole	2021-01-29
2020-09-30	$17,012,681	226,866	-0.4%	Shares	Sole	2020-11-05
2020-06-30	$15,965,903	227,889	-3.0%	Shares	Sole	2020-07-23
2020-03-31	$17,149,831	235,058	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.