Position in PM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,742,163
+$512,861 QoQ
Shares Held
9,630
+29.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,096
of 2,919 holders
Holding Since
Mar 2023
14 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, 2026BIP Wealth, LLC holds $2,527,569 across 2 Tobacco names. PM ranks #1 (68.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
9,630 | $1,742,163 | |
| 2 | MO |
Altria Group, Inc.
|
10,916 | $785,406 |
All Filings in PM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,742,163 | 9,630 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,229,302 | 7,435 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,112,534 | 6,936 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,201,577 | 7,408 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,015,556 | 5,576 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $966,189 | 6,087 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $718,128 | 5,967 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $713,589 | 5,878 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $233,565 | 2,305 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $211,184 | 2,305 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $225,792 | 2,400 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $222,192 | 2,400 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $234,288 | 2,400 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $327,538 | 3,368 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||