Arete Wealth Advisors, LLC
Position in PM — Philip Morris International Inc.
CIK 1600151
CHICAGO, IL
Position in PM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,370,282
+$306,178 QoQ
Shares Held
13,102
+5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#959
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, 2026Arete Wealth Advisors, LLC holds $4,059,596 across 2 Tobacco names. PM ranks #1 (58.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
13,102 | $2,370,282 | |
| 2 | MO |
Altria Group, Inc.
|
23,479 | $1,689,314 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,370,282 | 13,102 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,064,104 | 12,484 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $1,756,700 | 10,952 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,697,585 | 10,466 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,905,444 | 10,462 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,636,347 | 10,309 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,248,029 | 10,370 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,176,123 | 9,688 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,089,297 | 10,750 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,771,747 | 19,338 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,817,813 | 19,322 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,711,619 | 18,488 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,094,613 | 11,213 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,217,570 | 12,520 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $1,283,140 | 12,678 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $907,631 | 10,934 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $915,122 | 9,268 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $921,175 | 9,806 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $997,975 | 10,505 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $847,801 | 8,944 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $824,595 | 8,320 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $777,539 | 8,762 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $642,284 | 7,758 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $595,345 | 7,939 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $536,029 | 7,651 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $500,578 | 6,861 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||