Westbourne Investment Advisors, Inc.

Position in PM — Philip Morris International Inc.

CIK 1650092 ANNAPOLIS, MD

Position in PM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,931,465

+$252,296 QoQ

Shares Held

16,204

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#868

of 2,919 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 60% Shared 0% None 40%

Consumer Defensive · as of Jun 30, 2026

Westbourne Investment Advisors, Inc. holds $4,089,788 across 2 Tobacco names. PM ranks #1 (71.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc. This page	16,204	$2,931,465
2	MO	Altria Group, Inc.	16,099	$1,158,323

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,931,465	16,204	0.0%	Shares	Sole	2026-07-27
2026-03-31	$2,679,169	16,204	0.0%	Shares	Sole	2026-04-28
2025-12-31	$2,599,121	16,204	0.0%	Shares	Sole	2026-01-23
2025-09-30	$2,628,288	16,204	0.0%	Shares	Sole	2025-10-20
2025-06-30	$2,951,234	16,204	0.0%	Shares	Sole	2025-08-08
2025-03-31	$2,572,060	16,204	0.0%	Shares	Sole	2025-04-30
2024-12-31	$1,950,151	16,204	0.0%	Shares	Sole	2025-01-28
2024-09-30	$1,967,165	16,204	0.0%	Shares	Sole	2024-10-29
2024-06-30	$1,641,951	16,204	0.0%	Shares	Sole	2024-08-07
2024-03-31	$1,484,610	16,204	0.0%	Shares	Sole	2024-04-22
2023-12-31	$1,524,472	16,204	0.0%	Shares	Sole	2024-01-18
2023-09-30	$1,500,166	16,204	0.0%	Shares	Sole	2023-11-06
2023-06-30	$1,581,834	16,204	0.0%	Shares	Sole	2023-08-09
2023-03-31	$1,575,839	16,204	0.0%	Shares	Sole	2023-04-24
2022-12-31	$1,640,006	16,204	-0.6%	Shares	Sole	2023-02-09
2022-09-30	$1,353,395	16,304	0.0%	Shares	Sole	2022-11-02
2022-06-30	$1,609,856	16,304	0.0%	Shares	Sole	2022-08-04
2022-03-31	$1,531,597	16,304	0.0%	Shares	Sole	2022-06-15
2021-12-31	$1,548,880	16,304	—	Shares	Sole	2022-01-24
No filing history on record for this holder in this stock.