Winch Advisory Services, LLC
Position in PM — Philip Morris International Inc.
CIK 1585822
Appleton, WI
Position in PM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$61,328
+$5,774 QoQ
Shares Held
339
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,756
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, 2026Winch Advisory Services, LLC holds $240,260 across 3 Tobacco names. PM ranks #2 (25.5% of the industry book) .
All Filings in PM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,328 | 339 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $55,554 | 336 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $53,413 | 333 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $53,526 | 330 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $59,556 | 327 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $51,428 | 324 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $43,205 | 359 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $38,483 | 317 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $31,716 | 313 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $28,310 | 309 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $28,600 | 304 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $27,774 | 300 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $28,895 | 296 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $28,688 | 295 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $29,755 | 294 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $8,134 | 98 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $9,479 | 96 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,924 | 95 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $9,025 | 95 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $9,005 | 95 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $9,415 | 95 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $8,430 | 95 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $7,865 | 95 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $8,173 | 109 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $6,655 | 95 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $6,931 | 95 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||