Position in PM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,278,488
-$1,405 QoQ
Shares Held
7,067
-8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,262
of 2,919 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026SVB WEALTH LLC holds $1,278,488 across 1 Tobacco name. PM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
7,067 | $1,278,488 |
All Filings in PM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,278,488 | 7,067 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,279,893 | 7,741 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,356,661 | 8,458 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,342,526 | 8,277 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,412,597 | 7,756 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $1,207,350 | 10,032 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $930,918 | 9,187 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,126,467 | 12,295 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,251,733 | 13,305 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $914,319 | 9,876 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,225,228 | 12,551 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,539,077 | 15,826 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,639,703 | 16,201 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,555,025 | 18,733 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,424,422 | 14,426 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,276,831 | 13,592 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,248,680 | 13,144 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,769,539 | 18,668 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,060,595 | 20,791 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,886,877 | 21,263 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,859,462 | 22,460 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,662,153 | 22,165 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,348,514 | 19,248 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,220,037 | 16,722 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||