Klingman & Associates, LLC
Position in PM — Philip Morris International Inc.
CIK 1662449
New York, NY
Position in PM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,185,684
+$139,909 QoQ
Shares Held
6,554
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,309
of 2,919 holders
Holding Since
Jun 2023
13 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 Jun 30, 2026Klingman & Associates, LLC holds $2,022,030 across 2 Tobacco names. PM ranks #1 (58.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
6,554 | $1,185,684 | |
| 2 | MO |
Altria Group, Inc.
|
11,624 | $836,346 |
All Filings in PM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,185,684 | 6,554 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,045,775 | 6,325 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,009,076 | 6,291 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,074,412 | 6,624 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,204,789 | 6,615 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $726,507 | 4,577 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $398,960 | 3,315 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $363,107 | 2,991 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $302,267 | 2,983 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $251,955 | 2,750 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $259,848 | 2,762 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $255,891 | 2,764 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $284,562 | 2,915 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||