Connecticut Wealth Management, LLC
Position in PM — Philip Morris International Inc.
CIK 1689829
FARMINGTON, CT
Position in PM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$489,904
+$42,164 QoQ
Shares Held
2,708
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,933
of 2,919 holders
Holding Since
Mar 2026
2 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, 2026Connecticut Wealth Management, LLC holds $5,947,239 across 2 Tobacco names. PM ranks #2 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
75,849 | $5,457,335 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
2,708 | $489,904 |
All Filings in PM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,904 | 2,708 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $447,740 | 2,708 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||