Principle Wealth Partners LLC
Position in PM — Philip Morris International Inc.
CIK 1743413
MADISON, CT
Position in PM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,398,424
+$608,879 QoQ
Shares Held
35,368
+1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#599
of 2,919 holders
Holding Since
Mar 2020
26 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, 2026Principle Wealth Partners LLC holds $7,604,809 across 2 Tobacco names. PM ranks #1 (84.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
35,368 | $6,398,424 | |
| 2 | MO |
Altria Group, Inc.
|
16,767 | $1,206,385 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,398,424 | 35,368 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,789,545 | 35,016 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,621,057 | 35,044 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,543,185 | 34,175 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $6,269,460 | 34,423 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,507,296 | 34,696 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,234,274 | 35,183 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,316,377 | 35,555 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,616,569 | 35,691 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,244,722 | 35,415 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,257,331 | 34,623 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,264,185 | 35,258 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,411,233 | 34,944 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,545,637 | 36,459 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,729,183 | 36,846 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,058,835 | 36,849 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,523,536 | 35,685 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,500,955 | 37,268 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,461,040 | 36,432 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,449,787 | 36,394 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,610,676 | 36,431 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,452,695 | 38,908 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $3,100,402 | 37,449 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $539,778 | 7,198 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $551,932 | 7,878 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $583,096 | 7,992 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||