Position in PM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$44,503
+$3,830 QoQ
Shares Held
246
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,782
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, 2026Clearstead Trust, LLC holds $102,782 across 2 Tobacco names. PM ranks #2 (43.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
810 | $58,279 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
246 | $44,503 |
All Filings in PM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,503 | 246 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $40,673 | 246 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $39,458 | 246 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $48,822 | 301 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $65,748 | 361 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $30,158 | 190 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $22,866 | 190 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $23,066 | 190 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $80,050 | 790 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $72,379 | 790 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $64,915 | 690 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $63,880 | 690 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $67,357 | 690 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $388,027 | 3,990 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $403,827 | 3,990 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $331,209 | 3,990 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $344,602 | 3,490 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $327,850 | 3,490 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $331,550 | 3,490 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $330,817 | 3,490 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $172,352 | 1,739 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $292,842 | 3,300 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $304,667 | 3,680 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $261,715 | 3,490 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $253,827 | 3,623 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $264,334 | 3,623 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||