Heritage Wealth Advisors

Position in PM — Philip Morris International Inc.

CIK 1591122 RICHMOND, VA

Position in PM

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$10,833,242

-$1,203,655 QoQ

Shares Held

65,521

-12.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Defensive · as of Mar 31, 2026

Heritage Wealth Advisors holds $17,263,933 across 4 Tobacco names. PM ranks #1 (62.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	65,521	$10,833,242
2	MO	Altria Group, Inc.	81,695	$5,391,053
3	UVV	Universal Corp /Va/	18,618	$981,168
4	BTI	British American Tobacco p.l.c.	1,000	$58,470

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,833,242	65,521	-12.7%	Shares	Sole	2026-05-14
2025-12-31	$12,036,897	75,043	-1.7%	Shares	Sole	2026-02-13
2025-09-30	$12,386,727	76,367	0.0%	Shares	Sole	2025-11-13
2025-06-30	$13,908,721	76,367	-2.8%	Shares	Sole	2025-08-11
2025-03-31	$12,474,749	78,591	-0.4%	Shares	Sole	2025-05-08
2024-12-31	$9,496,337	78,906	-2.1%	Shares	Sole	2025-02-12
2024-09-30	$9,785,325	80,604	-3.9%	Shares	Sole	2024-11-12
2024-06-30	$8,502,498	83,909	-0.0%	Shares	Sole	2024-12-12
2024-03-31	$7,689,849	83,932	-0.7%	Shares	Sole	2024-12-12
2023-12-31	$7,954,181	84,547	-0.1%	Shares	Sole	2024-12-12
2023-09-30	$7,832,175	84,599	-0.9%	Shares	Sole	2024-12-12
2023-06-30	$8,330,305	85,334	+36.2%	Shares	Sole	2024-12-12
2023-03-31	$6,091,253	62,635	-2.1%	Shares	Sole	2023-05-04
2022-12-31	$6,475,415	63,980	-0.4%	Shares	Sole	2024-12-12
2022-09-30	$5,330,819	64,219	+1.4%	Shares	Sole	2024-12-12
2022-06-30	$6,254,191	63,340	-1.5%	Shares	Sole	2022-08-04
2022-03-31	$6,042,220	64,320	-4.5%	Shares	Sole	2022-05-11
2021-12-31	$6,396,160	67,328	+0.4%	Shares	Sole	2022-03-28
2021-09-30	$6,353,584	67,028	+1.3%	Shares	Sole	2021-11-02
2021-06-30	$6,558,604	66,175	-0.5%	Shares	Sole	2021-08-09
2021-03-31	$5,902,718	66,517	-11.1%	Shares	Sole	2021-04-27
2020-12-31	$6,194,099	74,817	+7.9%	Shares	Sole	2021-02-01
2020-09-30	$5,199,581	69,337	+0.9%	Shares	Sole	2020-11-03
2020-06-30	$4,814,313	68,717	+0.5%	Shares	Sole	2020-07-17
2020-03-31	$4,989,880	68,392	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.