Van Hulzen Asset Management, LLC
Position in PM — Philip Morris International Inc.
CIK 1600145
EL DORADO HILLS, CA
Position in PM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,029,377
+$129,597 QoQ
Shares Held
5,690
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,410
of 2,919 holders
Holding Since
Jun 2022
11 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, 2026Van Hulzen Asset Management, LLC holds $1,942,350 across 2 Tobacco names. PM ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
5,690 | $1,029,377 | |
| 2 | MO |
Altria Group, Inc.
|
12,689 | $912,973 |
All Filings in PM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,029,377 | 5,690 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $899,780 | 5,442 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $645,128 | 4,022 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $635,824 | 3,920 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $690,819 | 3,793 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $564,443 | 3,556 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $431,334 | 3,584 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $435,097 | 3,584 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $374,617 | 3,697 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $214,390 | 2,340 | Shares | Sole | 2024-05-06 | |
| 2022-06-30 | $7,369,756 | 74,638 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||