BURKETT FINANCIAL SERVICES, LLC
Position in PM — Philip Morris International Inc.
CIK 1762716
ROCK HILL, SC
Position in PM
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$30,754
+$2,977 QoQ
Shares Held
170
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,818
of 2,919 holders
Holding Since
Dec 2023
11 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, 2026BURKETT FINANCIAL SERVICES, LLC holds $191,778 across 2 Tobacco names. PM ranks #2 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
2,238 | $161,024 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
170 | $30,754 |
All Filings in PM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,754 | 170 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $27,777 | 168 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $26,786 | 167 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $26,925 | 166 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $30,051 | 165 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $25,872 | 163 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $19,376 | 161 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $19,424 | 160 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $16,010 | 158 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $14,201 | 155 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $14,394 | 153 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||