EP Wealth Advisors, LLC

Position in PM — Philip Morris International Inc.

CIK 1540569 TORRANCE, CA

Position in PM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$9,205,243

+$419,241 QoQ

Shares Held

50,883

-4.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#496

of 2,919 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Consumer Defensive · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $17,906,860 across 3 Tobacco names. PM ranks #1 (51.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	50,883	$9,205,243
2	MO	Altria Group, Inc.	109,229	$7,859,026
3	BTI	British American Tobacco p.l.c.	13,643	$842,591

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,205,243	50,883	-4.2%	Shares	Sole	2026-08-12
2026-03-31	$8,786,002	53,139	-1.7%	Shares	Sole	2026-05-14
2025-12-31	$8,670,742	54,057	+5.5%	Shares	Sole	2026-02-18
2025-06-30	$9,334,708	51,253	+8.8%	Shares	Sole	2025-08-14
2025-03-31	$7,477,294	47,107	-1.0%	Shares	Sole	2025-05-15
2024-12-31	$5,726,614	47,583	+8.0%	Shares	Sole	2025-02-14
2024-09-30	$5,346,698	44,042	+85.9%	Shares	Sole	2024-11-15
2024-06-30	$2,400,710	23,692	+4.2%	Shares	Sole	2024-08-19
2024-03-31	$2,083,988	22,746	+14.2%	Shares	Sole	2024-05-14
2023-12-31	$1,874,638	19,926	+1.0%	Shares	Sole	2024-02-28
2023-09-30	$1,827,251	19,737	-95.5%	Shares	Sole	2023-11-24
2023-06-30	$1,939,283	436,892	+3657.2%	Shares	Sole	2023-08-14
2023-03-31	$98,257	11,628	-6.3%	Shares	Sole	2023-06-05
2022-12-31	$1,255,712	12,407	+4.4%	Shares	Sole	2023-06-12
2022-09-30	$986,490	11,884	-0.3%	Shares	Sole	2022-12-02
2022-06-30	$1,177,375	11,924	-1.6%	Shares	Sole	2022-08-11
2022-03-31	$1,138,177	12,116	+0.7%	Shares	Sole	2022-05-20
2021-12-31	$1,143,135	12,033	+6.3%	Shares	Sole	2022-02-17
2021-09-30	$1,072,738	11,317	-8.9%	Shares	Sole	2021-11-23
2021-06-30	$1,231,243	12,423	+37.0%	Shares	Sole	2021-08-24
2021-03-31	$804,605	9,067	+13.8%	Shares	Sole	2021-05-17
2020-12-31	$659,587	7,967	-3.3%	Shares	Sole	2021-02-18
2020-09-30	$618,142	8,243	-7.3%	Shares	Sole	2020-11-17
2020-06-30	$623,183	8,895	-21.7%	Shares	Sole	2020-08-14
2020-03-31	$828,679	11,358	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.