Holistic Financial Partners
Position in PM — Philip Morris International Inc.
CIK 1729304
INDIANAPOLIS, IN
Position in PM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$296,873
-$18,761 QoQ
Shares Held
1,641
-14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#2,312
of 2,919 holders
Holding Since
Jun 2025
5 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, 2026Holistic Financial Partners holds $296,873 across 1 Tobacco name. PM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
1,641 | $296,873 |
All Filings in PM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,873 | 1,641 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $315,634 | 1,909 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $206,755 | 1,289 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $246,381 | 1,519 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $266,638 | 1,464 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||