EverSource Wealth Advisors, LLC
Position in PM — Philip Morris International Inc.
CIK 1710537
BIRMINGHAM, AL
Position in PM
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,873,460
+$356,883 QoQ
Shares Held
11,331
+19.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $3,286,036 across 7 Tobacco names. PM ranks #1 (57.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
11,331 | $1,873,460 | |
| 2 | MO |
Altria Group, Inc.
|
13,718 | $905,241 | |
| 3 | BTI |
British American Tobacco p.l.c.
|
7,656 | $447,640 | |
| 4 | UVV |
Universal Corp /Va/
|
497 | $26,189 | |
| 5 | RLX |
RLX Technology Inc.
|
8,196 | $18,030 | |
| 6 | TPB |
Turning Point Brands, Inc.
|
175 | $15,184 | |
| 7 | ISPR |
Ispire Technology Inc.
|
160 | $292 |
All Filings in PM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,873,460 | 11,331 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,516,577 | 9,455 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,586,800 | 9,783 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,127,459 | 11,681 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,388,250 | 8,746 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $846,417 | 7,033 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $872,499 | 7,187 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $693,702 | 6,846 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $505,098 | 5,513 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $481,969 | 5,123 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $449,473 | 4,855 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $495,419 | 5,075 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $540,026 | 5,553 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $594,405 | 5,873 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $523,873 | 6,311 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $564,988 | 5,722 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $357,721 | 3,808 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $68,020 | 716 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||