Merit Financial Group, LLC
Position in PM — Philip Morris International Inc.
CIK 1621225
ALPHARETTA, GA
Position in PM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$23,371,216
+$1,266,255 QoQ
Shares Held
129,187
-3.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#319
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, 2026Merit Financial Group, LLC holds $49,823,236 across 3 Tobacco names. PM ranks #2 (46.9% of the industry book) .
All Filings in PM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,371,216 | 129,187 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $22,104,961 | 133,694 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $22,094,616 | 137,747 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $24,277,769 | 149,678 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $25,818,202 | 141,757 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $18,121,251 | 114,164 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $11,078,698 | 92,054 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $7,164,299 | 59,014 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $7,536,013 | 74,371 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,118,383 | 66,780 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,661,546 | 60,178 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,789,860 | 62,539 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,608,073 | 57,448 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $5,742,029 | 59,044 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $6,299,310 | 62,240 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $4,610,209 | 55,538 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $5,700,062 | 57,728 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,981,544 | 53,029 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,941,995 | 52,021 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,992,589 | 52,670 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $5,283,355 | 53,308 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,855,941 | 54,721 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $4,397,804 | 53,120 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,862,209 | 51,503 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $3,867,662 | 55,205 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,065,550 | 55,723 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||