Summit Financial, LLC

Position in PM — Philip Morris International Inc.

CIK 1765536 PARSIPPANY, NJ

Position in PM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$6,332,935

+$1,006,838 QoQ

Shares Held

35,006

+8.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#601

of 2,919 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Summit Financial, LLC holds $12,115,216 across 3 Tobacco names. PM ranks #1 (52.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	35,006	$6,332,935
2	MO	Altria Group, Inc.	76,585	$5,510,290
3	BTI	British American Tobacco p.l.c.	4,404	$271,991

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,332,935	35,006	+8.7%	Shares	Sole	2026-08-12
2026-03-31	$5,326,097	32,213	+4.3%	Shares	Sole	2026-05-15
2025-12-31	$4,955,718	30,896	+0.8%	Shares	Sole	2026-02-13
2025-09-30	$4,973,376	30,662	+5.5%	Shares	Sole	2025-11-14
2025-06-30	$5,292,697	29,060	+59.0%	Shares	Sole	2025-08-13
2025-03-31	$2,900,632	18,274	-2.4%	Shares	Sole	2025-05-14
2024-12-31	$2,254,275	18,731	+74.4%	Shares	Sole	2025-02-12
2024-09-30	$1,303,957	10,741	+4.7%	Shares	Sole	2024-11-12
2024-06-30	$1,039,949	10,263	+106.9%	Shares	Sole	2024-07-31
2024-03-31	$454,435	4,960	-18.1%	Shares	Sole	2024-04-24
2023-12-31	$569,560	6,054	+8.7%	Shares	Sole	2024-02-06
2023-09-30	$515,855	5,572	-2.7%	Shares	Sole	2023-11-07
2023-06-30	$558,972	5,726	+0.3%	Shares	Sole	2023-08-11
2023-03-31	$555,005	5,707	+5.4%	Shares	Sole	2023-05-03
2022-12-31	$548,254	5,417	-22.8%	Shares	Sole	2023-02-07
2022-09-30	$582,564	7,018	+12.1%	Shares	Sole	2022-11-15
2022-06-30	$617,914	6,258	-24.4%	Shares	Sole	2022-08-12
2022-03-31	$778,105	8,283	+8.0%	Shares	Sole	2022-05-10
2021-12-31	$728,650	7,670	+3.2%	Shares	Sole	2022-02-07
2021-09-30	$704,479	7,432	+105.9%	Shares	Sole	2021-11-08
2021-06-30	$357,687	3,609	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.