Regal Investment Advisors LLC
Position in PM — Philip Morris International Inc.
CIK 1559789
KENTWOOD, MI
Position in PM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,300,200
+$365,368 QoQ
Shares Held
7,187
+27.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,249
of 2,919 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 20%
Shared 1%
None 80%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Regal Investment Advisors LLC holds $12,682,171 across 3 Tobacco names. PM ranks #2 (10.3% of the industry book) .
All Filings in PM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,300,200 | 7,187 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $934,832 | 5,654 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,045,487 | 6,518 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $952,114 | 5,870 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $968,203 | 5,316 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $644,443 | 4,060 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $529,178 | 4,397 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $532,217 | 4,384 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $489,930 | 4,835 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $447,563 | 4,885 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $435,872 | 4,633 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $433,181 | 4,679 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $427,477 | 4,379 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $366,243 | 3,766 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $352,210 | 3,480 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $289,289 | 3,485 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $392,985 | 3,980 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $323,247 | 3,441 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $398,050 | 4,190 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $388,449 | 4,098 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $394,755 | 3,983 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $271,220 | 3,276 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||