Position in PM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,047,287
+$37,060 QoQ
Shares Held
5,789
-5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,393
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, 2026WP Advisors, LLC holds $3,444,445 across 2 Tobacco names. PM ranks #2 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
33,317 | $2,397,158 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
5,789 | $1,047,287 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,047,287 | 5,789 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,010,227 | 6,110 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $972,184 | 6,061 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,040,350 | 6,414 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,171,460 | 6,432 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $993,808 | 6,261 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $776,257 | 6,450 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $783,637 | 6,455 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $792,400 | 7,820 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $691,181 | 7,544 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $691,205 | 7,347 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $671,112 | 7,249 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $706,280 | 7,235 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $755,632 | 7,770 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $856,135 | 8,459 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $692,303 | 8,340 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $802,657 | 8,129 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $754,620 | 8,033 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $773,205 | 8,139 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $762,301 | 8,042 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $810,620 | 8,179 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $684,185 | 7,710 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $323,460 | 3,907 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $293,510 | 3,914 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $300,767 | 4,293 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $368,375 | 5,049 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||