NAPLES GLOBAL ADVISORS, LLC
Position in PM — Philip Morris International Inc.
CIK 1582151
NAPLES, FL
Position in PM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$672,985
+$48,000 QoQ
Shares Held
3,720
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,698
of 2,919 holders
Holding Since
Mar 2020
26 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, 2026NAPLES GLOBAL ADVISORS, LLC holds $1,340,321 across 2 Tobacco names. PM ranks #1 (50.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
3,720 | $672,985 | |
| 2 | MO |
Altria Group, Inc.
|
9,275 | $667,336 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $672,985 | 3,720 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $624,985 | 3,780 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $592,678 | 3,695 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $601,924 | 3,711 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $668,234 | 3,669 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $645,872 | 4,069 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $482,362 | 4,008 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $486,571 | 4,008 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $409,677 | 4,043 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $493,831 | 5,390 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $454,312 | 4,829 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $424,571 | 4,586 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $459,887 | 4,711 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $436,944 | 4,493 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $454,736 | 4,493 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $373,545 | 4,500 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $416,189 | 4,215 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $391,260 | 4,165 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $414,675 | 4,365 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $593,859 | 6,265 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $612,004 | 6,175 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $571,929 | 6,445 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $521,163 | 6,295 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $465,012 | 6,201 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $499,247 | 7,126 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $585,868 | 8,030 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||