West Family Investments, Inc.
Position in PM — Philip Morris International Inc.
CIK 1568303
CARLSBAD, CA
Position in PM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$990,301
+$93,497 QoQ
Shares Held
5,474
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,432
of 2,919 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026West Family Investments, Inc. holds $1,877,479 across 3 Tobacco names. PM ranks #1 (52.7% of the industry book) .
All Filings in PM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $990,301 | 5,474 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $896,804 | 5,424 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,308,222 | 8,156 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,332,310 | 8,214 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,485,088 | 8,154 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $879,522 | 5,541 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $595,491 | 4,948 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $567,545 | 4,675 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $354,452 | 3,498 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $262,766 | 2,868 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $285,250 | 3,032 | Shares | Sole | 2024-02-06 | |
| 2023-06-30 | $400,534 | 4,103 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $396,682 | 4,079 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $405,042 | 4,002 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $344,076 | 4,145 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $376,396 | 3,812 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $344,008 | 3,662 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $249,470 | 2,626 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $497,742 | 5,251 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $462,050 | 4,662 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||