RKL Wealth Management LLC
Position in PM — Philip Morris International Inc.
CIK 1604723
LANCASTER, PA
Position in PM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,652,864
+$268,000 QoQ
Shares Held
14,664
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#910
of 2,919 holders
Holding Since
Sep 2020
8 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, 2026RKL Wealth Management LLC holds $5,257,166 across 2 Tobacco names. PM ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
14,664 | $2,652,864 | |
| 2 | MO |
Altria Group, Inc.
|
36,196 | $2,604,302 |
All Filings in PM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,652,864 | 14,664 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,384,864 | 14,424 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,357,559 | 14,698 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,340,221 | 14,428 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,627,771 | 14,428 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,271,108 | 14,308 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,110,698 | 17,538 | Shares | Sole | 2025-02-07 | |
| 2020-09-30 | $231,269 | 3,084 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||