Elmwood Wealth Management, Inc.
Position in PM — Philip Morris International Inc.
CIK 1731927
BERKELEY, CA
Position in PM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$678,593
+$99,077 QoQ
Shares Held
3,751
+7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,686
of 2,919 holders
Holding Since
Mar 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, 2026Elmwood Wealth Management, Inc. holds $1,050,070 across 2 Tobacco names. PM ranks #1 (64.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
3,751 | $678,593 | |
| 2 | MO |
Altria Group, Inc.
|
5,163 | $371,477 |
All Filings in PM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $678,593 | 3,751 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $579,516 | 3,505 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $564,287 | 3,518 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $581,973 | 3,588 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $596,111 | 3,273 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $519,523 | 3,273 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $393,905 | 3,273 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $397,342 | 3,273 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $331,653 | 3,273 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $303,995 | 3,318 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $293,905 | 3,124 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $309,124 | 3,339 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $323,415 | 3,313 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $323,939 | 3,331 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $334,903 | 3,309 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $263,556 | 3,175 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $326,631 | 3,308 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $312,914 | 3,331 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $316,255 | 3,329 | Shares | Sole | 2022-02-08 | |
| 2021-06-30 | $232,908 | 2,350 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $208,539 | 2,350 | Shares | Sole | 2021-05-13 | |
| 2020-09-30 | $178,701 | 2,383 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $166,952 | 2,383 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $170,434 | 2,336 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||