Perigon Wealth Management, LLC
Position in PM — Philip Morris International Inc.
CIK 1575239
SAN FRANCISCO, CA
Position in PM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,209,162
+$598,775 QoQ
Shares Held
17,739
+12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#834
of 2,919 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Perigon Wealth Management, LLC holds $9,490,684 across 2 Tobacco names. PM ranks #2 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
87,304 | $6,281,522 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
17,739 | $3,209,162 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,209,162 | 17,739 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,610,387 | 15,788 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,441,288 | 15,220 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,652,294 | 16,352 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,791,506 | 15,327 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,236,029 | 14,087 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,688,149 | 14,027 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,445,631 | 11,908 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,105,510 | 10,910 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $980,883 | 10,706 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,004,492 | 10,677 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $426,793 | 4,610 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $675,628 | 6,921 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $596,628 | 6,135 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $674,362 | 6,663 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $458,298 | 5,521 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $494,786 | 5,011 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $435,975 | 4,641 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $407,170 | 4,286 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $369,396 | 3,897 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $346,290 | 3,494 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $307,129 | 3,461 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $271,302 | 3,277 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $284,662 | 3,796 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $234,350 | 3,345 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $293,445 | 4,022 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||