Sharp Wealth Advisory, LLC
Position in PM — Philip Morris International Inc.
CIK 1733194
HORSHAM, PA
Position in PM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$607,314
-$121,174 QoQ
Shares Held
3,357
-23.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,772
of 2,919 holders
Holding Since
Sep 2024
7 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, 2026Sharp Wealth Advisory, LLC holds $1,036,711 across 2 Tobacco names. PM ranks #1 (58.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
3,357 | $607,314 | |
| 2 | MO |
Altria Group, Inc.
|
5,968 | $429,397 |
All Filings in PM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $607,314 | 3,357 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $728,488 | 4,406 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $706,722 | 4,406 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $487,573 | 3,006 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $419,991 | 2,306 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $299,047 | 1,884 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $217,306 | 1,790 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||