Position in PM
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$496
+$15 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026USA FINANCIAL FORMULAS holds $1,221 across 2 Tobacco names. PM ranks #2 (40.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
11 | $725 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
3 | $496 |
All Filings in PM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $496 | 3 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $481 | 3 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||