Position in PM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,627,285
+$162,042 QoQ
Shares Held
8,995
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,129
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, 2026Joel Isaacson & Co., LLC holds $3,561,502 across 3 Tobacco names. PM ranks #2 (45.7% 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 | $1,627,285 | 8,995 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,465,243 | 8,862 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,501,985 | 9,364 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,499,539 | 9,245 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,683,791 | 9,245 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,103,649 | 6,953 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $972,789 | 8,083 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $960,274 | 7,910 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $801,520 | 7,910 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $669,742 | 7,310 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $663,169 | 7,049 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $652,596 | 7,049 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $688,123 | 7,049 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $726,165 | 7,467 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $759,783 | 7,507 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $623,156 | 7,507 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $744,598 | 7,541 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $635,691 | 6,767 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $642,865 | 6,767 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $648,647 | 6,843 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $675,731 | 6,818 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $610,353 | 6,878 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $563,799 | 6,810 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $510,681 | 6,810 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $477,108 | 6,810 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $506,780 | 6,946 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||