MISSION WEALTH MANAGEMENT, LP

Position in PM — Philip Morris International Inc.

CIK 1645382 Santa Barbara, CA

Back to PM Full portfolio

Position in PM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,126,486

+$1,432,082 QoQ

Shares Held

17,282

+68.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#849

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)

Derivatives in PM

reported options exposure · as of Jun 30, 2026

CallValue

$126,637

CallShares

700

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Tobacco

Consumer Defensive · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $7,464,527 across 3 Tobacco names. PM ranks #2 (41.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	50,519	$3,634,842
2	PM	Philip Morris International Inc. This page	17,282	$3,126,486
3	BTI	British American Tobacco p.l.c.	11,386	$703,199

All Filings in PM

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,126,486	17,282	+68.6%	Shares	Sole	2026-07-20
2026-06-30	$126,637	700	—	Call	Sole	2026-07-20
2026-03-31	$1,694,404	10,248	-2.8%	Shares	Sole	2026-05-15
2025-12-31	$1,690,776	10,541	+1.8%	Shares	Sole	2026-02-05
2025-09-30	$1,679,094	10,352	-0.2%	Shares	Sole	2025-11-04
2025-06-30	$1,889,780	10,376	+1.3%	Shares	Sole	2025-08-05
2025-03-31	$1,626,506	10,247	+4.6%	Shares	Sole	2025-04-17
2024-12-31	$1,178,828	9,795	-0.7%	Shares	Sole	2025-02-06
2024-09-30	$1,197,611	9,865	+16.3%	Shares	Sole	2024-10-31
2024-06-30	$859,481	8,482	-9.4%	Shares	Sole	2024-08-05
2024-03-31	$857,929	9,364	-28.7%	Shares	Sole	2024-04-30
2023-12-31	$1,235,270	13,130	-3.3%	Shares	Sole	2024-02-05
2023-09-30	$1,257,421	13,582	-0.7%	Shares	Sole	2023-10-24
2023-06-30	$1,335,636	13,682	+64.0%	Shares	Sole	2023-08-04
2023-03-31	$811,551	8,345	-0.3%	Shares	Sole	2023-04-07
2022-12-31	$847,431	8,373	+8.2%	Shares	Sole	2023-02-02
2022-09-30	$642,331	7,738	-1.3%	Shares	Sole	2022-10-12
2022-06-30	$773,924	7,838	-15.6%	Shares	Sole	2022-07-27
2022-03-31	$871,951	9,282	+16.3%	Shares	Sole	2022-04-25
2021-12-31	$758,195	7,981	+26.4%	Shares	Sole	2022-02-11
2021-09-30	$598,693	6,316	-9.8%	Shares	Sole	2021-11-05
2021-06-30	$694,364	7,006	-18.0%	Shares	Sole	2021-08-10
2021-03-31	$758,283	8,545	+26.1%	Shares	Sole	2021-05-10
2020-12-31	$560,985	6,776	+18.2%	Shares	Sole	2021-01-19
2020-09-30	$429,842	5,732	-7.8%	Shares	Sole	2020-10-16
2020-06-30	$435,563	6,217	+27.2%	Shares	Sole	2020-08-03
2020-03-31	$356,628	4,888	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.