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Equibles

Heritage Wealth Advisors

Position in PM — Philip Morris International Inc.

CIK 1591122 RICHMOND, VA
Back to PM Full portfolio

Position in PM

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$11,086,345
+$253,103 QoQ
Shares Held
61,281
-6.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#456
of 2,936 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in PM Over Time

Shares Held

Position Value (USD)

Position in Tobacco

Consumer Defensive · as of Jun 30, 2026

Heritage Wealth Advisors holds $18,056,123 across 4 Tobacco names. PM ranks #1 (61.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PM
Philip Morris International Inc.
This page 		61,281 $11,086,345
2 MO
Altria Group, Inc.
 75,482 $5,430,929
3 UVV
Universal Corp /Va/
 21,963 $1,145,809
4 BTI
British American Tobacco p.l.c.
 6,364 $393,040

All Filings in PM

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,086,345 61,281
2026-03-31 $10,833,242 65,521
2025-12-31 $12,036,897 75,043
2025-09-30 $12,386,727 76,367
2025-06-30 $13,908,721 76,367
2025-03-31 $12,474,749 78,591
2024-12-31 $9,496,337 78,906
2024-09-30 $9,785,325 80,604
2024-06-30 $8,502,498 83,909
2024-03-31 $7,689,849 83,932
2023-12-31 $7,954,181 84,547
2023-09-30 $7,832,175 84,599
2023-06-30 $8,330,305 85,334
2023-03-31 $6,091,253 62,635
2022-12-31 $6,475,415 63,980
2022-09-30 $5,330,819 64,219
2022-06-30 $6,254,191 63,340
2022-03-31 $6,042,220 64,320
2021-12-31 $6,396,160 67,328
2021-09-30 $6,353,584 67,028
2021-06-30 $6,558,604 66,175
2021-03-31 $5,902,718 66,517
2020-12-31 $6,194,099 74,817
2020-09-30 $5,199,581 69,337
2020-06-30 $4,814,313 68,717
2020-03-31 $4,989,880 68,392