Position in PM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$984,874
+$124,280 QoQ
Shares Held
5,444
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,436
of 2,919 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026TCI Wealth Advisors, Inc. holds $1,651,346 across 2 Tobacco names. PM ranks #1 (59.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
5,444 | $984,874 | |
| 2 | MO |
Altria Group, Inc.
|
9,263 | $666,472 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $984,874 | 5,444 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $860,594 | 5,205 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $833,598 | 5,197 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $843,602 | 5,201 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $943,069 | 5,178 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $844,602 | 5,321 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $641,585 | 5,331 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $664,058 | 5,470 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $577,479 | 5,699 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $456,450 | 4,982 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $450,360 | 4,787 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $442,624 | 4,781 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $466,135 | 4,775 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $467,189 | 4,804 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $409,192 | 4,043 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $335,277 | 4,039 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $395,552 | 4,006 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $374,726 | 3,989 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $378,480 | 3,984 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $377,169 | 3,979 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $393,367 | 3,969 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $378,831 | 4,269 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $436,882 | 5,277 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $459,163 | 6,123 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $475,006 | 6,780 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $550,337 | 7,543 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||