Legacy Financial Advisors, Inc.
Position in PM — Philip Morris International Inc.
CIK 1730810
COVINGTON, KY
Position in PM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,813,080
+$162,822 QoQ
Shares Held
10,022
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,064
of 2,919 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $2,498,115 across 2 Tobacco names. PM ranks #1 (72.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
10,022 | $1,813,080 | |
| 2 | MO |
Altria Group, Inc.
|
9,521 | $685,035 |
All Filings in PM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,813,080 | 10,022 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,650,258 | 9,981 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,635,438 | 10,196 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,653,629 | 10,195 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,795,801 | 9,860 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,475,077 | 9,293 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,062,931 | 8,832 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $905,279 | 7,457 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $718,835 | 7,094 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $618,526 | 6,751 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $644,824 | 6,854 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $573,162 | 6,191 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $553,993 | 5,675 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $520,579 | 5,353 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $558,173 | 5,515 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $347,894 | 4,191 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $446,897 | 4,526 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $354,905 | 3,778 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $355,585 | 3,743 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $339,063 | 3,577 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $340,046 | 3,431 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $289,026 | 3,257 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $237,358 | 2,867 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $203,072 | 2,708 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||