Bernardo Wealth Planning LLC
Position in PM — Philip Morris International Inc.
CIK 1765595
HARLEYSVILLE, PA
Position in PM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$690,352
+$89,507 QoQ
Shares Held
3,816
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#1,671
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, 2026Bernardo Wealth Planning LLC holds $933,471 across 2 Tobacco names. PM ranks #1 (74.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
3,816 | $690,352 | |
| 2 | MO |
Altria Group, Inc.
|
3,379 | $243,119 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690,352 | 3,816 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $600,845 | 3,634 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $579,044 | 3,610 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $582,622 | 3,592 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $652,753 | 3,584 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $559,047 | 3,522 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $414,846 | 3,447 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $417,616 | 3,440 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $343,407 | 3,389 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $310,133 | 3,385 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $346,778 | 3,686 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $282,091 | 3,047 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $296,667 | 3,039 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $295,153 | 3,035 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $308,386 | 3,047 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $252,931 | 3,047 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $268,375 | 2,718 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $256,080 | 2,726 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $258,970 | 2,726 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $258,397 | 2,726 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $252,829 | 2,551 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $246,963 | 2,783 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $548,814 | 6,629 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $494,784 | 6,598 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $469,191 | 6,697 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $511,887 | 7,016 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||