HCR Wealth Advisors

Position in PM — Philip Morris International Inc.

CIK 1697715 LOS ANGELES, CA

Position in PM

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,151,311

+$102,229 QoQ

Shares Held

6,364

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,326

of 2,919 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

HCR Wealth Advisors holds $2,875,739 across 3 Tobacco names. PM ranks #2 (40.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	20,149	$1,449,720
2	PM	Philip Morris International Inc. This page	6,364	$1,151,311
3	BTI	British American Tobacco p.l.c.	4,448	$274,708

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,151,311	6,364	+0.3%	Shares	Sole	2026-07-13
2026-03-31	$1,049,082	6,345	-2.8%	Shares	Sole	2026-04-21
2025-12-31	$1,047,572	6,531	+3.3%	Shares	Sole	2026-01-27
2025-09-30	$1,025,104	6,320	-0.2%	Shares	Sole	2025-10-03
2025-06-30	$1,153,793	6,335	-0.2%	Shares	Sole	2025-07-17
2025-03-31	$1,007,141	6,345	+0.1%	Shares	Sole	2025-04-21
2024-12-31	$763,139	6,341	+0.3%	Shares	Sole	2025-01-14
2024-09-30	$767,855	6,325	+0.1%	Shares	Sole	2024-10-10
2024-06-30	$640,202	6,318	-2.2%	Shares	Sole	2024-08-07
2024-03-31	$591,681	6,458	-2.1%	Shares	Sole	2024-05-10
2023-12-31	$620,551	6,596	+34.4%	Shares	Sole	2024-02-09
2023-09-30	$454,382	4,908	-0.6%	Shares	Sole	2023-10-20
2023-06-30	$481,852	4,936	+1.2%	Shares	Sole	2023-08-10
2023-03-31	$474,288	4,877	+0.8%	Shares	Sole	2023-05-12
2022-12-31	$489,856	4,840	+14.7%	Shares	Sole	2023-02-13
2022-09-30	$350,302	4,220	+0.1%	Shares	Sole	2022-11-07
2022-06-30	$416,189	4,215	+0.2%	Shares	Sole	2022-08-12
2022-03-31	$395,205	4,207	-0.4%	Shares	Sole	2022-05-05
2021-12-31	$401,090	4,222	-6.8%	Shares	Sole	2022-02-04
2021-09-30	$429,303	4,529	+0.1%	Shares	Sole	2021-11-02
2021-06-30	$448,472	4,525	+0.1%	Shares	Sole	2021-07-21
2021-03-31	$401,282	4,522	-13.0%	Shares	Sole	2021-05-13
2020-12-31	$430,342	5,198	+0.4%	Shares	Sole	2021-02-04
2020-09-30	$388,073	5,175	+0.2%	Shares	Sole	2020-11-05
2020-06-30	$361,719	5,163	-1.2%	Shares	Sole	2020-07-30
2020-03-31	$381,434	5,228	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.