Waverly Advisors, LLC

Position in PM — Philip Morris International Inc.

CIK 1568787 BIRMINGHAM, AL

Position in PM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$18,321,841

+$3,161,982 QoQ

Shares Held

101,276

+10.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#358

of 2,919 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Consumer Defensive · as of Jun 30, 2026

Waverly Advisors, LLC holds $29,002,886 across 3 Tobacco names. PM ranks #1 (63.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	101,276	$18,321,841
2	MO	Altria Group, Inc.	111,031	$7,988,680
3	BTI	British American Tobacco p.l.c.	43,594	$2,692,365

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,321,841	101,276	+10.5%	Shares	Sole	2026-08-14
2026-03-31	$15,159,859	91,689	+4.7%	Shares	Sole	2026-05-15
2025-12-31	$14,048,313	87,583	+158.4%	Shares	Sole	2026-02-17
2025-09-30	$5,497,606	33,894	+3.8%	Shares	Sole	2025-11-14
2025-06-30	$5,949,822	32,668	+5.0%	Shares	Sole	2025-08-14
2025-03-31	$4,940,788	31,127	+12.1%	Shares	Sole	2025-05-15
2024-12-31	$3,341,036	27,761	+21.2%	Shares	Sole	2025-02-14
2024-09-30	$2,781,152	22,909	-1.4%	Shares	Sole	2024-11-14
2024-06-30	$2,353,490	23,226	+5.6%	Shares	Sole	2024-08-14
2024-03-31	$2,015,730	22,001	+170.9%	Shares	Sole	2024-05-15
2023-12-31	$764,117	8,122	-3.4%	Shares	Other	2024-02-14
2023-09-30	$778,041	8,404	+7.5%	Shares	Other	2023-11-14
2023-06-30	$762,997	7,816	+18.2%	Shares	Other	2023-08-15
2023-03-31	$643,308	6,615	+1.0%	Shares	Other	2023-05-16
2022-12-31	$662,824	6,549	+2.0%	Shares	Other	2023-02-15
2022-09-30	$533,007	6,421	+22.3%	Shares	Sole	2022-11-15
2022-06-30	$518,286	5,249	-0.8%	Shares	Other	2022-08-15
2022-03-31	$497,035	5,291	+0.6%	Shares	Other	2022-05-17
2021-12-31	$499,890	5,262	+0.4%	Shares	Other	2022-02-15
2021-09-30	$496,699	5,240	+7.9%	Shares	Other	2021-11-15
2021-06-30	$481,476	4,858	+47.5%	Shares	Other	2021-08-17
2021-03-31	$292,309	3,294	+10.1%	Shares	Sole	2021-05-24
2020-12-31	$247,624	2,991	-43.7%	Shares	Sole	2021-02-16
2020-09-30	$398,421	5,313	+6.3%	Shares	Sole	2020-11-02
2020-06-30	$350,159	4,998	+2.1%	Shares	Sole	2020-08-17
2020-03-31	$357,066	4,894	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.