Formidable Asset Management, LLC
Position in PM — Philip Morris International Inc.
CIK 1592613
CINCINNATI, OH
Position in PM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$964,612
+$38,047 QoQ
Shares Held
5,332
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,445
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, 2026Formidable Asset Management, LLC holds $4,446,969 across 3 Tobacco names. PM ranks #2 (21.7% of the industry book) .
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $964,612 | 5,332 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $926,565 | 5,604 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $866,320 | 5,401 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,143,510 | 7,050 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,329,731 | 7,301 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,158,887 | 7,301 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $991,924 | 8,242 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $1,000,093 | 8,238 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $878,835 | 8,673 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $763,102 | 8,329 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $556,200 | 5,912 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $548,536 | 5,925 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $578,398 | 5,925 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $580,096 | 5,965 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $615,559 | 6,082 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $511,922 | 6,167 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $618,803 | 6,267 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $595,579 | 6,340 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $623,675 | 6,565 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $690,071 | 7,280 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $721,520 | 7,280 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $646,027 | 7,280 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $591,948 | 7,150 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $455,939 | 6,080 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $417,557 | 5,960 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $416,601 | 5,710 | Shares | Sole | 2020-06-01 | |
| No filing history on record for this holder in this stock. | ||||||