Keystone Financial Planning, Inc.

Position in PM — Philip Morris International Inc.

CIK 1596906 CLEVELAND, OH

Position in PM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$4,566,892

-$1,279,199 QoQ

Shares Held

25,244

-28.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.68%

of 13F equity value

Holder Rank

#712

of 2,919 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Keystone Financial Planning, Inc. holds $22,363,941 across 3 Tobacco names. PM ranks #3 (20.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTI	British American Tobacco p.l.c.	165,273	$10,207,260
2	MO	Altria Group, Inc.	105,487	$7,589,789
3	PM	Philip Morris International Inc. This page	25,244	$4,566,892

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,566,892	25,244	-28.6%	Shares	Sole	2026-07-15
2026-03-31	$5,846,091	35,358	-54.6%	Shares	Sole	2026-04-09
2025-12-31	$12,499,009	77,924	+205.9%	Shares	Sole	2026-01-07
2025-09-30	$4,131,882	25,474	-0.2%	Shares	Sole	2025-10-08
2025-06-30	$4,650,871	25,536	-4.5%	Shares	Sole	2025-07-31
2025-03-31	$4,243,170	26,732	-67.6%	Shares	Sole	2025-04-09
2024-12-31	$9,944,761	82,632	-0.3%	Shares	Sole	2025-01-13
2024-09-30	$10,058,839	82,857	-0.8%	Shares	Sole	2024-10-28
2024-06-30	$8,461,055	83,500	-0.2%	Shares	Sole	2024-07-10
2024-03-31	$7,663,463	83,644	-3.8%	Shares	Sole	2024-04-10
2023-12-31	$8,181,008	86,958	0.0%	Shares	Sole	2024-01-12
2023-09-30	$8,050,571	86,958	-0.0%	Shares	Sole	2023-10-10
2023-06-30	$8,492,647	86,997	+1.4%	Shares	Sole	2023-07-11
2023-03-31	$8,344,439	85,804	-1.1%	Shares	Sole	2023-04-21
2022-12-31	$8,778,246	86,733	-0.7%	Shares	Sole	2023-01-30
2022-09-30	$7,249,097	87,328	0.0%	Shares	Sole	2022-10-12
2022-06-30	$8,622,766	87,328	-0.7%	Shares	Sole	2022-07-19
2022-03-31	$8,258,453	87,912	-1.0%	Shares	Sole	2022-04-28
2021-12-31	$8,435,430	88,794	-1.3%	Shares	Sole	2022-02-09
2021-09-30	$8,525,602	89,942	+1.2%	Shares	Sole	2021-10-15
2021-06-30	$8,808,103	88,872	-2.5%	Shares	Sole	2021-08-13
2021-03-31	$8,087,319	91,135	0.0%	Shares	Sole	2021-05-07
2020-12-31	$7,545,066	91,135	-0.1%	Shares	Sole	2021-02-04
2020-09-30	$6,839,837	91,210	-0.2%	Shares	Sole	2020-11-05
2020-06-30	$6,402,363	91,384	+0.3%	Shares	Sole	2020-07-27
2020-03-31	$6,650,304	91,150	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.