AE Wealth Management LLC

Position in PM — Philip Morris International Inc.

CIK 1697723 TOPEKA, KS

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Position in PM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$90,917,367

-$17,082,519 QoQ

Shares Held

502,556

-23.1% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#167

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, 2026

AE Wealth Management LLC holds $141,925,035 across 4 Tobacco names. PM ranks #1 (64.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	502,556	$90,917,367
2	MO	Altria Group, Inc.	687,185	$49,442,923
3	BTI	British American Tobacco p.l.c.	19,842	$1,225,437
4	UVV	Universal Corp /Va/	6,504	$339,308

All Filings in PM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$90,917,367	502,556	-23.1%	Shares	Other	2026-08-03
2026-03-31	$107,999,886	653,199	+24.4%	Shares	Other	2026-05-13
2025-12-31	$84,217,510	525,047	+56.2%	Shares	Other	2026-01-26
2025-09-30	$54,505,342	336,038	+4.4%	Shares	Other	2025-11-03
2025-06-30	$58,628,714	321,906	+2.4%	Shares	Other	2025-08-06
2025-03-31	$49,898,816	314,363	+13.7%	Shares	Sole	2025-05-06
2024-12-31	$33,262,912	276,385	+10.4%	Shares	Other	2025-02-13
2024-09-30	$30,395,028	250,371	+0.8%	Shares	Other	2024-11-14
2024-06-30	$25,175,223	248,448	-14.6%	Shares	Other	2024-08-12
2024-03-31	$26,645,190	290,823	-31.6%	Shares	Other	2024-05-15
2023-12-31	$39,976,190	424,917	+0.0%	Shares	Other	2024-02-14
2023-09-30	$39,329,279	424,814	+3.9%	Shares	Other	2023-10-11
2023-06-30	$39,925,018	408,984	+5.3%	Shares	Sole	2023-07-10
2023-03-31	$37,760,035	388,278	+13.3%	Shares	Sole	2023-04-14
2022-12-31	$34,679,100	342,645	+21.4%	Shares	Sole	2023-01-31
2022-09-30	$23,436,213	282,330	+10.0%	Shares	Sole	2022-10-25
2022-06-30	$25,340,831	256,642	+22.6%	Shares	Sole	2022-08-03
2022-03-31	$19,668,123	209,369	+24.9%	Shares	Sole	2022-04-18
2021-12-31	$15,931,025	167,695	+19.1%	Shares	Sole	2022-01-20
2021-09-30	$13,344,725	140,782	+8.1%	Shares	Sole	2021-11-01
2021-06-30	$12,912,645	130,286	+13.0%	Shares	Sole	2021-07-21
2021-03-31	$10,235,981	115,348	+4.8%	Shares	Sole	2021-04-27
2020-12-31	$9,114,765	110,095	+2.3%	Shares	Sole	2021-02-01
2020-09-30	$8,067,274	107,578	+0.1%	Shares	Sole	2020-11-06
2020-06-30	$7,531,099	107,495	+50.7%	Shares	Sole	2020-08-05
2020-03-31	$5,202,923	71,312	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.