Position in PM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,032,845
+$85,353 QoQ
Shares Held
22,292
-6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#757
of 2,919 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 1%
Shared 1%
None 98%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026GeoWealth Management, LLC holds $6,028,750 across 3 Tobacco names. PM ranks #1 (66.9% of the industry book) .
All Filings in PM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,032,845 | 22,292 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $3,947,492 | 23,875 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,445,392 | 21,480 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $3,306,284 | 20,384 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,606,932 | 8,823 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,181,586 | 7,444 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,333,478 | 11,080 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,056,180 | 8,700 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $867,182 | 8,558 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $589,299 | 6,432 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $407,930 | 4,336 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $189,511 | 2,047 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $645,561 | 6,613 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $93,943 | 966 | Shares | Other | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||