Summit Global Investments
Position in PM — Philip Morris International Inc.
CIK 1697953
BOUNTIFUL, UT
Position in PM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$951,224
-$383,731 QoQ
Shares Held
5,258
-34.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,451
of 2,919 holders
Holding Since
Jun 2025
5 quarters on record
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Summit Global Investments holds $1,655,902 across 2 Tobacco names. PM ranks #1 (57.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
5,258 | $951,224 | |
| 2 | MO |
Altria Group, Inc.
|
9,794 | $704,678 |
All Filings in PM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $951,224 | 5,258 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,334,955 | 8,074 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,151,190 | 7,177 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,807,394 | 11,143 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,331,264 | 12,800 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||