Foundations Investment Advisors, LLC

Endowment

Position in PM — Philip Morris International Inc.

CIK 1743404 PHOENIX, AZ

Position in PM

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$21,262,557

+$1,918,158 QoQ

Shares Held

128,599

+6.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Mar 31, 2026

Foundations Investment Advisors, LLC holds $51,298,537 across 4 Tobacco names. PM ranks #2 (41.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	407,749	$26,907,355
2	PM	Philip Morris International Inc. This page	128,599	$21,262,557
3	UVV	Universal Corp /Va/	30,621	$1,613,726
4	BTI	British American Tobacco p.l.c.	25,909	$1,514,899

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$21,262,557	128,599	+6.6%	Shares	Other	2026-05-11
2025-12-31	$19,344,399	120,601	+152.5%	Shares	Other	2026-02-10
2025-09-30	$7,747,969	47,768	-19.6%	Shares	Sole	2025-11-03
2025-06-30	$10,820,707	59,412	+69.4%	Shares	Sole	2025-08-08
2025-03-31	$5,566,184	35,067	+56.5%	Shares	Sole	2025-05-07
2024-12-31	$2,696,321	22,404	+8.7%	Shares	Sole	2025-01-22
2024-09-30	$2,502,539	20,614	+35.3%	Shares	Sole	2024-10-21
2024-06-30	$1,544,370	15,241	+25.0%	Shares	Sole	2024-08-02
2024-03-31	$1,117,397	12,196	-3.5%	Shares	Sole	2024-05-13
2023-12-31	$1,189,265	12,641	-30.2%	Shares	Sole	2024-02-08
2023-09-30	$1,676,994	18,114	-27.9%	Shares	Sole	2023-10-05
2023-06-30	$2,452,312	25,121	-10.0%	Shares	Sole	2023-07-19
2023-03-31	$2,715,900	27,927	+4.7%	Shares	Sole	2023-04-25
2022-12-31	$2,698,764	26,665	+71.1%	Shares	Sole	2023-01-11
2022-09-30	$1,293,793	15,586	+115.8%	Shares	Sole	2022-10-19
2022-06-30	$713,297	7,224	+18.3%	Shares	Sole	2022-07-08
2022-03-31	$573,597	6,106	+1.3%	Shares	Sole	2022-04-19
2021-12-31	$572,565	6,027	+52.3%	Shares	Sole	2022-01-21
2021-09-30	$375,178	3,958	+7.1%	Shares	Sole	2021-10-13
2021-06-30	$366,211	3,695	-10.9%	Shares	Sole	2021-07-14
2021-03-31	$368,004	4,147	+33.9%	Shares	Sole	2021-04-09
2020-12-31	$256,483	3,098	+2.7%	Shares	Sole	2021-01-13
2020-09-30	$226,319	3,018	-0.9%	Shares	Sole	2020-10-07
2020-06-30	$213,402	3,046	—	Shares	Sole	2020-07-08
No filing history on record for this holder in this stock.