CHARTER RESEARCH & INVESTMENT GROUP, INC.
Position in PM — Philip Morris International Inc.
CIK 1666624
SOUTHPORT, CT
Position in PM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,769,299
+$102,672 QoQ
Shares Held
9,780
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#1,085
of 2,919 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026CHARTER RESEARCH & INVESTMENT GROUP, INC. holds $3,113,109 across 2 Tobacco names. PM ranks #1 (56.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
9,780 | $1,769,299 | |
| 2 | MO |
Altria Group, Inc.
|
18,677 | $1,343,810 |
All Filings in PM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,769,299 | 9,780 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,666,627 | 10,080 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,571,118 | 9,795 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,843,403 | 11,365 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,148,223 | 11,795 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,909,998 | 12,033 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,454,189 | 12,083 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,489,335 | 12,268 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,245,649 | 12,293 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,126,284 | 12,293 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,212,973 | 12,893 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,199,188 | 12,953 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,264,471 | 12,953 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,259,679 | 12,953 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,310,973 | 12,953 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,087,680 | 13,103 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,293,790 | 13,103 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,230,895 | 13,103 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,244,785 | 13,103 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $1,242,033 | 13,103 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,343,237 | 13,553 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,202,693 | 13,553 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,122,052 | 13,553 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,016,339 | 13,553 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $956,529 | 13,653 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,028,954 | 14,103 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||