Allworth Financial LP

Position in PM — Philip Morris International Inc.

CIK 1555170 FOLSOM, CA

Position in PM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$26,093,297

+$1,421,051 QoQ

Shares Held

157,816

+2.6% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 2.243118568459472.ToString("F0")% Shared 0.ToString("F0")% None 97.75688143154053.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

Allworth Financial LP holds $40,923,377 across 7 Tobacco names. PM ranks #1 (63.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	157,816	$26,093,297
2	MO	Altria Group, Inc.	207,592	$13,698,996
3	BTI	British American Tobacco p.l.c.	18,898	$1,104,966
4	UVV	Universal Corp /Va/	349	$18,392
5	RLX	RLX Technology Inc.	3,057	$6,725
6	TPB	Turning Point Brands, Inc.	10	$867
7	ISPR	Ispire Technology Inc.	73	$134

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$26,093,297	157,816	+2.6%	Shares	Sole	2026-05-15
2025-12-31	$24,672,246	153,817	+2.3%	Shares	Sole	2026-02-05
2025-09-30	$24,382,390	150,323	-7.9%	Shares	Sole	2025-12-02
2025-06-30	$29,742,739	163,305	+58.7%	Shares	Sole	2025-08-07
2025-03-31	$16,335,221	102,912	+42.1%	Shares	Sole	2025-04-30
2024-12-31	$8,713,580	72,402	+20.2%	Shares	Sole	2025-01-30
2024-09-30	$7,312,407	60,234	+23.3%	Shares	Sole	2024-10-23
2024-06-30	$4,948,450	48,835	+4.3%	Shares	Sole	2024-07-24
2024-03-31	$4,290,930	46,834	-3.3%	Shares	Sole	2024-04-25
2023-12-31	$4,556,764	48,435	-0.1%	Shares	Sole	2024-01-24
2023-09-30	$4,487,351	48,470	+4.1%	Shares	Sole	2023-10-31
2023-06-30	$4,545,675	46,565	-6.4%	Shares	Sole	2023-07-18
2023-03-31	$4,837,408	49,742	+8.3%	Shares	Sole	2023-04-18
2022-12-31	$4,650,295	45,947	-3.2%	Shares	Sole	2023-01-13
2022-09-30	$3,940,318	47,468	+3.7%	Shares	Sole	2022-11-14
2022-06-30	$4,518,934	45,766	+2.5%	Shares	Sole	2022-07-13
2022-03-31	$4,193,293	44,638	+6.0%	Shares	Sole	2022-04-22
2021-12-31	$4,000,260	42,108	+2.7%	Shares	Sole	2022-01-21
2021-09-30	$3,888,001	41,017	+5.5%	Shares	Sole	2021-11-02
2021-06-30	$3,853,595	38,882	+754.2%	Shares	Sole	2021-08-02
2021-03-31	$403,944	4,552	+9.4%	Shares	Sole	2021-04-29
2020-12-31	$344,323	4,159	0.0%	Shares	Sole	2021-01-26
2020-09-30	$311,883	4,159	-7.4%	Shares	Sole	2020-11-03
2020-06-30	$314,499	4,489	+14.8%	Shares	Sole	2020-07-24
2020-03-31	$285,200	3,909	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.