Position in PM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,815,492
+$504,488 QoQ
Shares Held
43,201
-2.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#121
of 1,140 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $13,116,620 across 7 Tobacco names. PM ranks #1 (59.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
43,201 | $7,815,492 | |
| 2 | MO |
Altria Group, Inc.
|
48,848 | $3,514,613 | |
| 3 | BTI |
British American Tobacco p.l.c.
|
19,409 | $1,198,699 | |
| 4 | TPB |
Turning Point Brands, Inc.
|
5,995 | $508,435 | |
| 5 | UVV |
Universal Corp /Va/
|
1,521 | $79,350 | |
| 6 | ISPR |
Ispire Technology Inc.
|
21 | $23 | |
| 7 | XXII |
22nd Century Group, Inc.
|
2 | $8 |
All Filings in PM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,815,492 | 43,201 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,311,004 | 44,218 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,506,465 | 40,564 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,182,253 | 38,115 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $7,122,740 | 39,108 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $6,052,057 | 38,128 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,845,784 | 31,955 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,575,108 | 29,449 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,916,454 | 18,913 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,714,759 | 18,716 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,253,239 | 13,321 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,807,902 | 19,528 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,291,141 | 23,470 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,171,300 | 22,327 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,343,224 | 42,913 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,318,573 | 39,978 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,690,111 | 37,372 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $3,510,725 | 37,372 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $1,958,710 | 20,618 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,984,049 | 20,931 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,651,569 | 16,664 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,291,699 | 14,556 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,291,110 | 15,595 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,448,131 | 19,311 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,499,284 | 21,400 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,714,632 | 23,501 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||