Dakota Wealth Management
Position in PM — Philip Morris International Inc.
CIK 1631353
PALM BEACH GARDENS, FL
Position in PM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,269,515
+$175,650 QoQ
Shares Held
12,545
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#976
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, 2026Dakota Wealth Management holds $3,212,635 across 2 Tobacco names. PM ranks #1 (70.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
12,545 | $2,269,515 | |
| 2 | MO |
Altria Group, Inc.
|
13,108 | $943,120 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,269,515 | 12,545 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $2,093,865 | 12,664 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $3,323,648 | 20,721 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $4,502,996 | 27,762 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $9,091,929 | 49,920 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $7,192,532 | 45,313 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $2,822,688 | 23,454 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,826,434 | 23,282 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $2,141,406 | 21,133 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,951,231 | 21,297 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $1,510,924 | 16,060 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $5,019,131 | 54,214 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $5,716,041 | 58,554 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $5,686,791 | 58,476 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $5,586,082 | 55,193 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $3,099,841 | 37,343 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,646,072 | 36,926 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $3,150,559 | 33,538 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,611,075 | 27,485 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $6,020,207 | 63,511 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,475,469 | 24,977 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,567,325 | 17,662 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,520,851 | 18,370 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,364,817 | 18,200 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,249,029 | 17,828 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $628,039 | 8,608 | Shares | Other | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||