Position in PM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$323,467
+$108,856 QoQ
Shares Held
1,788
+37.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,242
of 2,919 holders
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Wealthquest Corp holds $792,868 across 2 Tobacco names. PM ranks #2 (40.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
6,524 | $469,401 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
1,788 | $323,467 |
All Filings in PM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,467 | 1,788 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $214,611 | 1,298 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $208,199 | 1,298 | Shares | Sole | 2026-02-09 | |
| 2022-03-31 | $314,699 | 3,350 | Shares | Sole | 2022-08-18 | |
| 2021-12-31 | $318,250 | 3,350 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $306,456 | 3,233 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $207,734 | 2,096 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||