Modera Wealth Management, LLC
Position in PM — Philip Morris International Inc.
CIK 1542143
WESTWOOD, NJ
Position in PM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,384,283
+$228,108 QoQ
Shares Held
18,707
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#810
of 2,919 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Modera Wealth Management, LLC holds $4,617,434 across 2 Tobacco names. PM ranks #1 (73.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
18,707 | $3,384,283 | |
| 2 | MO |
Altria Group, Inc.
|
17,139 | $1,233,151 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,384,283 | 18,707 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,156,175 | 19,089 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,877,670 | 24,175 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,936,756 | 24,271 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,459,270 | 24,484 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,901,900 | 24,582 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,021,747 | 25,108 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,423,722 | 28,202 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,851,223 | 28,138 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,593,762 | 28,310 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,754,380 | 29,277 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,677,969 | 28,926 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $2,884,378 | 29,547 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $624,928 | 6,426 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $646,428 | 6,387 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $613,443 | 7,390 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $674,492 | 6,831 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $584,682 | 6,224 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $655,595 | 6,901 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $471,769 | 4,977 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $497,135 | 5,016 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $438,375 | 4,940 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $426,948 | 5,157 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $320,882 | 4,279 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $299,786 | 4,279 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $355,825 | 4,877 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||