Spartan Planning & Wealth Management
Position in PM — Philip Morris International Inc.
CIK 1749283
GREENSBORO, NC
Position in PM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$651,637
+$311,202 QoQ
Shares Held
3,602
+74.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#1,713
of 2,919 holders
Holding Since
Mar 2022
12 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, 2026Spartan Planning & Wealth Management holds $890,511 across 2 Tobacco names. PM ranks #1 (73.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
3,602 | $651,637 | |
| 2 | MO |
Altria Group, Inc.
|
3,320 | $238,874 |
All Filings in PM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $651,637 | 3,602 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $340,435 | 2,059 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $269,953 | 1,683 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $318,398 | 1,963 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $601,393 | 3,302 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $463,332 | 2,919 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $407,023 | 3,382 | Shares | Sole | 2025-01-07 | |
| 2023-12-31 | $188 | 2 | Shares | Sole | 2024-03-12 | |
| 2023-09-30 | $185 | 2 | Shares | Sole | 2023-11-17 | |
| 2022-12-31 | $82,890 | 819 | Shares | Sole | 2023-02-01 | |
| 2022-06-30 | $129,941 | 1,316 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $44,527 | 474 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||