Pinnacle Wealth Planning Services, Inc.
Position in PM — Philip Morris International Inc.
CIK 1726752
MANSFIELD, OH
Position in PM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,792,999
+$144,394 QoQ
Shares Held
9,911
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,080
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, 2026Pinnacle Wealth Planning Services, Inc. holds $3,091,303 across 4 Tobacco names. PM ranks #1 (58.0% of the industry book) .
All Filings in PM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,792,999 | 9,911 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,648,605 | 9,971 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,265,556 | 7,890 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,512,190 | 9,323 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,710,382 | 9,391 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,245,554 | 7,847 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $913,937 | 7,594 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $1,174,302 | 9,673 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $997,087 | 9,840 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $904,930 | 9,877 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $910,600 | 9,679 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $913,301 | 9,865 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $968,878 | 9,925 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,091,242 | 11,221 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,132,843 | 11,193 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $850,437 | 10,245 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,103,123 | 11,172 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $904,548 | 9,629 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $810,065 | 8,527 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $691,113 | 7,291 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $709,627 | 7,160 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $630,497 | 7,105 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $561,067 | 6,777 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $524,329 | 6,992 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $430,518 | 6,145 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $570,254 | 7,816 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||