Cypress Wealth Services, LLC
Position in PM — Philip Morris International Inc.
CIK 1721527
PALM DESERT, CA
Position in PM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,275,777
-$14,867 QoQ
Shares Held
7,052
-9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,263
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)
Derivatives in PM
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$713,304
PutShares
9,512
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Cypress Wealth Services, LLC holds $1,778,779 across 2 Tobacco names. PM ranks #1 (71.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
7,052 | $1,275,777 | |
| 2 | MO |
Altria Group, Inc.
|
6,991 | $503,002 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,275,777 | 7,052 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,290,644 | 7,806 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,259,942 | 7,855 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,236,288 | 7,622 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,383,823 | 7,598 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,188,252 | 7,486 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $889,506 | 7,391 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $819,207 | 6,748 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $674,756 | 6,659 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $580,779 | 6,339 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $641,907 | 6,823 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $626,951 | 6,772 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $636,775 | 6,523 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $438,986 | 4,514 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $429,838 | 4,247 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $337,186 | 4,062 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $392,688 | 3,977 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $292,623 | 3,115 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $214,225 | 2,255 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $205,599 | 2,169 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $856,706 | 8,644 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $885,270 | 9,976 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $766,635 | 9,260 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $713,304 | 9,512 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $3,357,275 | 47,920 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $3,497,337 | 47,935 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||