Poehling Capital Management, INC.

Position in PM — Philip Morris International Inc.

CIK 1730815 Madison, WI

Position in PM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$281,315

+$24,212 QoQ

Shares Held

1,555

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,355

of 2,919 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Poehling Capital Management, INC. holds $9,986,375 across 3 Tobacco names. PM ranks #3 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTI	British American Tobacco p.l.c.	119,094	$7,355,245
2	MO	Altria Group, Inc.	32,659	$2,349,815
3	PM	Philip Morris International Inc. This page	1,555	$281,315

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$281,315	1,555	0.0%	Shares	Sole	2026-07-20
2026-03-31	$257,103	1,555	0.0%	Shares	Sole	2026-04-21
2025-12-31	$249,422	1,555	0.0%	Shares	Sole	2026-02-06
2025-09-30	$252,221	1,555	0.0%	Shares	Sole	2025-11-05
2025-06-30	$283,212	1,555	0.0%	Shares	Sole	2025-08-11
2025-03-31	$246,825	1,555	-79.1%	Shares	Sole	2025-05-02
2024-06-30	$752,679	7,428	-61.6%	Shares	Sole	2024-08-09
2024-03-31	$1,771,197	19,332	+15.0%	Shares	Sole	2024-05-10
2023-12-31	$1,580,920	16,804	+11.7%	Shares	Sole	2024-02-13
2023-09-30	$1,392,218	15,038	-27.2%	Shares	Sole	2023-11-15
2023-06-30	$2,015,169	20,643	-47.6%	Shares	Sole	2023-08-14
2023-03-31	$3,831,066	39,394	+0.2%	Shares	Sole	2023-05-11
2022-12-31	$3,978,767	39,312	+1.0%	Shares	Sole	2023-02-13
2022-09-30	$3,230,251	38,914	+1808.5%	Shares	Sole	2022-11-14
2022-06-30	$201,330	2,039	-35.5%	Shares	Sole	2022-08-09
2022-03-31	$296,756	3,159	-86.4%	Shares	Sole	2022-05-16
2021-12-31	$2,201,910	23,178	-6.0%	Shares	Sole	2022-01-10
2021-09-30	$2,336,289	24,647	-46.2%	Shares	Sole	2021-11-12
2021-06-30	$4,537,553	45,783	-2.4%	Shares	Sole	2021-08-13
2021-03-31	$4,160,663	46,886	-1.1%	Shares	Sole	2021-05-11
2020-12-31	$3,924,991	47,409	+0.4%	Shares	Sole	2021-02-16
2020-09-30	$3,541,927	47,232	-0.8%	Shares	Sole	2020-11-10
2020-06-30	$3,335,206	47,605	+116.4%	Shares	Sole	2020-08-13
2020-03-31	$1,604,682	21,994	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.