Florida Trust Wealth Management Co

Position in PM — Philip Morris International Inc.

CIK 1651023 SANIBEL, FL

Position in PM

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

Position Value

$7,488,949

+$1,547,953 QoQ

Shares Held

41,396

+15.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#555

of 2,919 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Consumer Defensive · as of Jun 30, 2026

Florida Trust Wealth Management Co holds $10,997,805 across 3 Tobacco names. PM ranks #1 (68.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	41,396	$7,488,949
2	MO	Altria Group, Inc.	45,283	$3,258,111
3	BTI	British American Tobacco p.l.c.	4,060	$250,745

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,488,949	41,396	+15.2%	Shares	Sole	2026-07-27
2026-03-31	$5,940,996	35,932	+32.1%	Shares	Sole	2026-05-15
2025-12-31	$4,361,756	27,193	+14.5%	Shares	Defined	2026-01-20
2025-09-30	$3,851,925	23,748	+1.0%	Shares	Defined	2025-10-29
2025-06-30	$4,282,422	23,513	-0.3%	Shares	Defined	2025-08-13
2025-03-31	$3,742,535	23,578	-3.6%	Shares	Defined	2025-04-15
2024-12-31	$2,943,519	24,458	+8.1%	Shares	Defined	2025-01-15
2024-09-30	$2,746,067	22,620	-9.9%	Shares	Defined	2024-10-08
2024-06-30	$2,545,003	25,116	+15.2%	Shares	Defined	2024-07-22
2024-03-31	$1,996,857	21,795	-8.4%	Shares	Defined	2024-05-21
2023-12-31	$2,239,386	23,803	—	Shares	Defined	2024-02-16
No filing history on record for this holder in this stock.