White Lighthouse Investment Management Inc.

Position in PM — Philip Morris International Inc.

CIK 1727593 BEDFORD, MA

Position in PM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,543,524

-$305,307 QoQ

Shares Held

8,532

-23.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#1,154

of 2,919 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

White Lighthouse Investment Management Inc. holds $2,766,706 across 3 Tobacco names. PM ranks #1 (55.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	8,532	$1,543,524
2	MO	Altria Group, Inc.	9,203	$662,155
3	BTI	British American Tobacco p.l.c.	9,084	$561,027

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,543,524	8,532	-23.7%	Shares	Sole	2026-08-05
2026-03-31	$1,848,831	11,182	-1.3%	Shares	Sole	2026-05-15
2025-12-31	$1,817,171	11,329	+8.1%	Shares	Sole	2026-02-09
2025-09-30	$1,699,693	10,479	0.0%	Shares	Sole	2025-11-13
2025-06-30	$1,908,540	10,479	0.0%	Shares	Sole	2025-07-30
2025-03-31	$1,663,331	10,479	-12.7%	Shares	Sole	2025-05-12
2024-12-31	$1,444,079	11,999	0.0%	Shares	Sole	2025-02-04
2024-09-30	$1,456,678	11,999	+71.4%	Shares	Sole	2024-10-30
2024-06-30	$709,310	7,000	-18.6%	Shares	Sole	2024-07-15
2024-03-31	$787,932	8,600	0.0%	Shares	Sole	2024-05-07
2023-12-31	$809,088	8,600	0.0%	Shares	Sole	2024-01-23
2023-09-30	$796,188	8,600	0.0%	Shares	Sole	2023-10-18
2023-06-30	$839,532	8,600	0.0%	Shares	Sole	2023-08-07
2023-03-31	$836,350	8,600	0.0%	Shares	Sole	2023-04-20
2022-12-31	$870,406	8,600	0.0%	Shares	Sole	2023-01-24
2022-09-30	$713,886	8,600	0.0%	Shares	Sole	2022-10-18
2022-06-30	$849,164	8,600	-0.1%	Shares	Sole	2022-07-20
2022-03-31	$808,353	8,605	0.0%	Shares	Sole	2022-04-20
2021-12-31	$817,475	8,605	+0.1%	Shares	Sole	2022-01-12
2021-09-30	$815,194	8,600	0.0%	Shares	Sole	2021-10-20
2021-06-30	$852,346	8,600	0.0%	Shares	Sole	2021-07-26
2021-03-31	$763,164	8,600	-8.0%	Shares	Sole	2021-05-07
2020-12-31	$774,086	9,350	0.0%	Shares	Sole	2021-02-03
2020-09-30	$701,156	9,350	-3.4%	Shares	Sole	2020-10-15
2020-06-30	$678,040	9,678	+3.5%	Shares	Sole	2020-07-23
2020-03-31	$682,176	9,350	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.