West Branch Capital LLC

Position in PM — Philip Morris International Inc.

CIK 1738723 AMHERST, MA

Position in PM

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$1,532,488

+$71,379 QoQ

Shares Held

8,471

-4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,160

of 2,919 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

West Branch Capital LLC holds $1,568,894 across 2 Tobacco names. PM ranks #1 (97.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc. This page	8,471	$1,532,488
2	MO	Altria Group, Inc.	506	$36,406

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,532,488	8,471	-4.1%	Shares	Sole	2026-07-10
2026-03-31	$1,461,109	8,837	+11.7%	Shares	Sole	2026-04-14
2025-12-31	$1,268,443	7,908	+13.5%	Shares	Sole	2026-01-16
2025-09-30	$1,130,209	6,968	+38.3%	Shares	Sole	2025-10-21
2025-06-30	$917,935	5,040	+54.4%	Shares	Sole	2025-07-16
2025-03-31	$518,253	3,265	+437.9%	Shares	Sole	2025-04-16
2024-12-31	$73,052	607	0.0%	Shares	Sole	2025-01-17
2024-09-30	$73,689	607	+1.2%	Shares	Sole	2024-10-18
2024-06-30	$60,798	600	0.0%	Shares	Sole	2024-07-26
2024-03-31	$54,972	600	0.0%	Shares	Sole	2024-04-24
2023-12-31	$56,448	600	-33.3%	Shares	Sole	2024-01-19
2023-09-30	$83,322	900	0.0%	Shares	Sole	2023-10-20
2023-06-30	$87,858	900	0.0%	Shares	Sole	2023-08-07
2023-03-31	$87,525	900	0.0%	Shares	Sole	2023-04-20
2022-12-31	$91,089	900	0.0%	Shares	Sole	2023-01-27
2022-09-30	$74,709	900	0.0%	Shares	Sole	2022-10-19
2022-06-30	$88,866	900	0.0%	Shares	Sole	2022-07-28
2022-03-31	$84,546	900	+28.6%	Shares	Sole	2022-05-03
2021-12-31	$66,500	700	-15.7%	Shares	Sole	2022-01-24
2021-09-30	$78,675	830	0.0%	Shares	Sole	2021-11-09
2021-06-30	$82,261	830	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.