Position in PM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$22,483,132
+$15,733,954 QoQ
Shares Held
124,278
+204.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#323
of 2,919 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026RWA WEALTH PARTNERS, LLC holds $24,417,075 across 2 Tobacco names. PM ranks #1 (92.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
124,278 | $22,483,132 | |
| 2 | MO |
Altria Group, Inc.
|
26,879 | $1,933,943 |
All Filings in PM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,483,132 | 124,278 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,749,178 | 40,820 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,557,793 | 40,884 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,382,310 | 82,505 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,960,083 | 10,762 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,645,395 | 10,366 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,344,549 | 11,172 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,320,953 | 10,881 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,144,217 | 11,292 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,031,824 | 11,262 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,157,466 | 12,303 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $809,797 | 8,747 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $799,995 | 8,195 | Shares | Sole | 2023-08-04 | |
| 2021-12-31 | $392,445 | 4,131 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $395,369 | 4,171 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $409,423 | 4,131 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $371,110 | 4,182 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $424,629 | 5,129 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $314,808 | 4,198 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $292,990 | 4,182 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $288,556 | 3,955 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||