Summit Financial Wealth Advisors, LLC
Position in PM — Philip Morris International Inc.
CIK 1632283
Lafayette, LA
Position in PM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,008,462
+$252,882 QoQ
Shares Held
11,102
+4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,022
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, 2026Summit Financial Wealth Advisors, LLC holds $2,382,458 across 2 Tobacco names. PM ranks #1 (84.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
11,102 | $2,008,462 | |
| 2 | MO |
Altria Group, Inc.
|
5,198 | $373,996 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,008,462 | 11,102 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,755,580 | 10,618 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $1,727,989 | 10,773 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $640,690 | 3,950 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $736,169 | 4,042 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $639,523 | 4,029 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $505,229 | 4,198 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $507,452 | 4,180 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $422,647 | 4,171 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $381,139 | 4,160 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $390,432 | 4,150 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $384,947 | 4,158 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $423,475 | 4,338 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $420,995 | 4,329 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $437,227 | 4,320 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $308,797 | 3,720 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $424,187 | 4,296 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $388,441 | 4,135 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $392,825 | 4,135 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $416,602 | 4,395 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $435,588 | 4,395 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $415,036 | 4,677 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $463,541 | 5,599 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $410,720 | 5,477 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $392,265 | 5,599 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $403,395 | 5,529 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||