Schneider Downs Wealth Management Advisors, LP
Position in PM — Philip Morris International Inc.
CIK 1665359
Pittsburgh, PA
Position in PM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$289,094
+$17,772 QoQ
Shares Held
1,598
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,335
of 2,919 holders
Holding Since
Jun 2025
5 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, 2026Schneider Downs Wealth Management Advisors, LP holds $634,885 across 2 Tobacco names. PM ranks #2 (45.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
4,806 | $345,791 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
1,598 | $289,094 |
All Filings in PM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,094 | 1,598 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $271,322 | 1,641 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $253,111 | 1,578 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $274,766 | 1,694 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $278,841 | 1,531 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||