Wealthcare Advisory Partners LLC
Position in PM — Philip Morris International Inc.
CIK 1683059
WEST CHESTER, PA
Position in PM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,036,865
-$789,952 QoQ
Shares Held
11,259
-34.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,012
of 2,919 holders
Holding Since
Mar 2020
26 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, 2026Wealthcare Advisory Partners LLC holds $5,218,494 across 2 Tobacco names. PM ranks #2 (39.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
44,220 | $3,181,629 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
11,259 | $2,036,865 |
All Filings in PM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,036,865 | 11,259 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,826,817 | 17,097 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,169,891 | 13,528 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,295,417 | 20,317 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,163,780 | 17,371 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,669,521 | 16,818 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,999,615 | 16,615 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,029,201 | 16,715 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,151,007 | 11,359 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $964,025 | 10,522 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $910,129 | 9,674 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $782,949 | 8,457 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $791,600 | 8,109 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $872,332 | 8,970 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $895,101 | 8,844 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $668,313 | 8,051 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $800,485 | 8,107 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $743,441 | 7,914 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $722,000 | 7,600 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $626,277 | 6,607 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $613,986 | 6,195 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $571,308 | 6,438 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $440,442 | 5,320 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $369,775 | 4,931 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $330,052 | 4,711 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $347,362 | 4,761 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||