CX Institutional

Position in PM — Philip Morris International Inc.

CIK 1737089 AUBURN, IN

Position in PM

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$1,710,504

+$158,954 QoQ

Shares Held

9,455

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,109

of 2,919 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

CX Institutional holds $4,658,776 across 3 Tobacco names. PM ranks #2 (36.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	40,496	$2,913,687
2	PM	Philip Morris International Inc. This page	9,455	$1,710,504
3	BTI	British American Tobacco p.l.c.	560	$34,585

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,710,504	9,455	+0.8%	Shares	Sole	2026-07-02
2026-03-31	$1,551,550	9,384	+0.4%	Shares	Sole	2026-04-06
2025-12-31	$1,499,419	9,348	-7.7%	Shares	Sole	2026-02-02
2025-09-30	$1,643,248	10,131	+18.4%	Shares	Sole	2025-10-23
2025-06-30	$1,558,304	8,556	-3.8%	Shares	Sole	2025-07-16
2025-03-31	$1,411,585	8,893	+4.4%	Shares	Sole	2025-04-15
2024-12-31	$1,025,382	8,520	+12.7%	Shares	Sole	2025-01-21
2024-09-30	$918,026	7,562	+6.7%	Shares	Sole	2024-10-11
2024-06-30	$718,125	7,087	+2.0%	Shares	Sole	2024-07-11
2024-03-31	$636,667	6,949	-78.4%	Shares	Sole	2024-04-15
2023-12-31	$3,028,058	32,186	-15.2%	Shares	Sole	2024-01-12
2023-09-30	$3,512,207	37,937	+444.5%	Shares	Sole	2023-10-18
2023-06-30	$680,118	6,967	+70.8%	Shares	Sole	2023-07-26
2023-03-31	$396,682	4,079	-30.2%	Shares	Sole	2023-05-04
2022-12-31	$591,572	5,845	+112.6%	Shares	Sole	2023-02-03
2022-09-30	$228,194	2,749	-90.8%	Shares	Sole	2022-11-04
2022-06-30	$2,944,821	29,824	+5.1%	Shares	Sole	2022-08-02
2022-03-31	$2,665,171	28,371	+747.1%	Shares	Sole	2022-05-09
2021-12-31	$318,155	3,349	-9.7%	Shares	Sole	2022-01-18
2021-09-30	$351,386	3,707	+5.2%	Shares	Sole	2021-11-10
2021-06-30	$349,263	3,524	+36.1%	Shares	Sole	2021-08-04
2021-03-31	$229,747	2,589	+27.4%	Shares	Sole	2021-04-15
2020-12-31	$168,229	2,032	+16.9%	Shares	Sole	2021-01-12
2020-09-30	$130,332	1,738	+93.1%	Shares	Sole	2020-10-13
2020-06-30	$63,054	900	+889.0%	Shares	Sole	2020-08-06
2020-03-31	$6,639	91	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.