Legacy Advisors, LLC
Position in PM — Philip Morris International Inc.
CIK 1720969
PLYMOUTH MEETING, PA
Position in PM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,080,937
+$170,079 QoQ
Shares Held
5,975
+8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,367
of 2,919 holders
Holding Since
Dec 2020
22 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, 2026Legacy Advisors, LLC holds $1,348,591 across 2 Tobacco names. PM ranks #1 (80.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
5,975 | $1,080,937 | |
| 2 | MO |
Altria Group, Inc.
|
3,720 | $267,654 |
All Filings in PM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,080,937 | 5,975 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $910,858 | 5,509 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $814,671 | 5,079 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $740,118 | 4,563 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $3,753,647 | 23,648 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,206,846 | 26,646 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,100,313 | 25,538 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,511,261 | 24,783 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,361,931 | 14,865 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,976,150 | 21,005 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,541,598 | 27,453 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,730,821 | 27,974 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,743,811 | 28,214 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $2,694,513 | 26,623 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,002,699 | 24,126 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,186,103 | 22,140 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,829,105 | 19,471 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $237,215 | 2,497 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $236,690 | 2,497 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $246,288 | 2,485 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $273,052 | 3,077 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $205,733 | 2,485 | Shares | Sole | 2021-01-15 | |
| No filing history on record for this holder in this stock. | ||||||