Global Retirement Partners, LLC

Pension

Position in PM — Philip Morris International Inc.

CIK 1749744 San Rafael, CA

Position in PM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$12,577,767

+$1,802,577 QoQ

Shares Held

69,525

+3.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#435

of 2,919 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Consumer Defensive · as of Jun 30, 2026

Global Retirement Partners, LLC holds $23,461,133 across 5 Tobacco names. PM ranks #1 (53.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	69,525	$12,577,767
2	MO	Altria Group, Inc.	104,863	$7,544,892
3	BTI	British American Tobacco p.l.c.	53,121	$3,280,752
4	UVV	Universal Corp /Va/	648	$33,806
5	TPB	Turning Point Brands, Inc.	282	$23,916

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,577,767	69,525	+3.5%	Shares	Sole	2026-08-06
2025-12-31	$10,775,190	67,177	+40.3%	Shares	Sole	2026-02-06
2025-09-30	$7,764,189	47,868	-3.2%	Shares	Sole	2025-10-21
2025-06-30	$9,007,603	49,457	+20.4%	Shares	Sole	2025-08-12
2024-12-31	$4,945,181	41,090	+1.4%	Shares	Sole	2025-01-31
2024-09-30	$4,919,006	40,519	+1.3%	Shares	Sole	2024-10-16
2024-06-30	$4,051,173	39,980	+36.3%	Shares	Sole	2024-07-23
2024-03-31	$2,687,764	29,336	-5.5%	Shares	Sole	2024-04-23
2023-12-31	$2,920,431	31,042	+20.8%	Shares	Sole	2024-01-18
2023-09-30	$2,378,102	25,687	-2.6%	Shares	Sole	2023-10-13
2023-06-30	$2,574,727	26,375	-1.4%	Shares	Sole	2023-07-20
2023-03-31	$2,600,951	26,745	+7.9%	Shares	Sole	2023-05-08
2022-12-31	$2,508,287	24,783	-0.6%	Shares	Sole	2023-02-13
2022-09-30	$2,069,522	24,931	+1.5%	Shares	Sole	2022-11-03
2022-06-30	$2,425,054	24,560	+0.0%	Shares	Sole	2022-07-15
2022-03-31	$2,306,696	24,555	+124.8%	Shares	Sole	2022-07-14
2021-09-30	$1,035,580	10,925	+0.7%	Shares	Sole	2021-10-22
2021-06-30	$1,075,739	10,854	+0.0%	Shares	Sole	2021-07-15
2021-03-31	$962,829	10,850	+4.5%	Shares	Sole	2021-04-14
2020-12-31	$859,939	10,387	-0.2%	Shares	Sole	2021-01-13
2020-09-30	$780,270	10,405	-7.9%	Shares	Sole	2020-10-09
2020-06-30	$791,467	11,297	+1.0%	Shares	Sole	2020-07-13
2020-03-31	$815,911	11,183	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.