FORTEM FINANCIAL GROUP, LLC
Position in PM — Philip Morris International Inc.
CIK 1766509
PALM DESERT, CA
Position in PM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,381,790
-$18,474 QoQ
Shares Held
7,638
-9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,220
of 2,919 holders
Holding Since
Jun 2021
21 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, 2026FORTEM FINANCIAL GROUP, LLC holds $1,623,038 across 2 Tobacco names. PM ranks #1 (85.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
7,638 | $1,381,790 | |
| 2 | MO |
Altria Group, Inc.
|
3,353 | $241,248 |
All Filings in PM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,381,790 | 7,638 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,400,264 | 8,469 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $753,880 | 4,700 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,679,381 | 16,519 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,942,856 | 16,158 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,296,505 | 14,468 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,582,843 | 13,152 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $1,585,362 | 13,059 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,691,907 | 16,697 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,559,372 | 17,020 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,476,773 | 15,697 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,706,064 | 18,428 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,341,318 | 23,984 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,348,101 | 24,145 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,276,921 | 22,497 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $2,204,994 | 26,563 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,607,032 | 26,403 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,047,806 | 11,154 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $667,660 | 7,028 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $637,841 | 6,729 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $650,954 | 6,568 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||