WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in PM — Philip Morris International Inc.
CIK 1632972
PLYMOUTH, MN
Position in PM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$83,094,676
-$1,368,932 QoQ
Shares Held
459,315
-10.1% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#179
of 2,919 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $144,637,975 across 4 Tobacco names. PM ranks #1 (57.5% of the industry book) .
All Filings in PM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,094,676 | 459,315 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $84,463,608 | 510,848 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $95,066,032 | 592,681 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $89,125,818 | 549,481 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $90,715,674 | 498,082 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $69,695,485 | 439,082 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $42,297,127 | 351,451 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $36,300,785 | 299,018 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $29,508,714 | 291,214 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $20,749,364 | 226,472 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $20,585,174 | 218,805 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $19,668,991 | 212,454 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $758,214 | 7,767 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $4,646,799 | 47,782 | Shares | Sole | 2023-04-25 | |
| 2021-06-30 | $1,832,345 | 18,488 | Shares | Sole | 2021-08-10 | |
| 2020-09-30 | $3,320,482 | 44,279 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $2,702,949 | 37,047 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||