PERSONAL CFO SOLUTIONS, LLC
Position in PM — Philip Morris International Inc.
CIK 1677501
CHESTER, NJ
Position in PM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,810,075
+$301,702 QoQ
Shares Held
15,533
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#883
of 2,914 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $6,779,606 across 4 Tobacco names. PM ranks #1 (41.4% of the industry book) .
All Filings in PM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,810,075 | 15,533 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,508,373 | 15,171 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,356,115 | 14,689 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $2,331,787 | 14,376 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $2,528,875 | 13,885 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $992,697 | 6,254 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $798,762 | 6,637 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $789,221 | 6,501 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $645,066 | 6,366 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $596,354 | 6,509 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $566,173 | 6,018 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $604,177 | 6,526 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $621,644 | 6,368 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $585,445 | 6,020 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $557,565 | 5,509 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $359,267 | 4,328 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $410,955 | 4,162 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $376,605 | 4,009 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $330,600 | 3,480 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $427,408 | 4,509 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $434,696 | 4,386 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $351,765 | 3,964 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $352,105 | 4,253 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $318,707 | 4,250 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $208,848 | 2,981 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $203,850 | 2,794 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||