Position in PM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$79,057
+$6,804 QoQ
Shares Held
437
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#2,733
of 2,919 holders
Holding Since
Dec 2024
4 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, 2026IFS Advisors, LLC holds $168,275 across 2 Tobacco names. PM ranks #2 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
1,240 | $89,218 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
437 | $79,057 |
All Filings in PM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,057 | 437 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $72,253 | 437 | Shares | Sole | 2026-04-06 | |
| 2025-03-31 | $79,365 | 500 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $60,175 | 500 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||