Robertson Stephens Wealth Management, LLC
Position in PM — Philip Morris International Inc.
CIK 1767307
San Francisco, CA
Position in PM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$591,213
+$47,906 QoQ
Shares Held
3,268
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,790
of 2,919 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $4,415,715 across 2 Tobacco names. PM ranks #2 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
53,155 | $3,824,502 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
3,268 | $591,213 |
All Filings in PM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $591,213 | 3,268 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $543,307 | 3,286 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $473,821 | 2,954 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $395,930 | 2,441 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $670,238 | 3,680 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $638,253 | 4,021 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $955,338 | 7,938 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $421,379 | 3,471 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $392,045 | 3,869 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $331,023 | 3,613 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $198,791 | 2,113 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $208,397 | 2,251 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $216,716 | 2,220 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $320,147 | 3,292 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $274,481 | 2,712 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $225,123 | 2,712 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $426,458 | 4,319 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $408,826 | 4,352 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $392,920 | 4,136 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $312,048 | 3,292 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $330,333 | 3,333 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $483,278 | 5,446 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $385,801 | 4,660 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $263,664 | 3,516 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $246,330 | 3,516 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||