Advisor OS, LLC

Position in PM — Philip Morris International Inc.

CIK 1767580 CHICAGO, IL

Position in PM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,457,229

+$88,879 QoQ

Shares Held

8,055

-2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,192

of 2,919 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Advisor OS, LLC holds $2,569,465 across 3 Tobacco names. PM ranks #1 (56.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	8,055	$1,457,229
2	MO	Altria Group, Inc.	11,001	$791,519
3	BTI	British American Tobacco p.l.c.	5,193	$320,717

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,457,229	8,055	-2.7%	Shares	Sole	2026-08-05
2026-03-31	$1,368,350	8,276	+6.7%	Shares	Sole	2026-05-08
2025-12-31	$1,244,541	7,759	+2.8%	Shares	Sole	2026-02-04
2025-09-30	$1,223,796	7,545	+1.9%	Shares	Sole	2025-11-12
2025-06-30	$1,348,852	7,406	+9.9%	Shares	Sole	2025-08-14
2025-03-31	$1,069,360	6,737	+10.3%	Shares	Sole	2025-05-06
2024-12-31	$734,975	6,107	+6.0%	Shares	Sole	2025-02-05
2024-09-30	$699,504	5,762	+4.7%	Shares	Sole	2024-11-04
2024-06-30	$557,513	5,502	-0.7%	Shares	Sole	2024-08-05
2024-03-31	$507,663	5,541	-66.5%	Shares	Sole	2024-05-09
2023-12-31	$1,553,916	16,517	+3.4%	Shares	Sole	2024-02-08
2023-09-30	$1,479,239	15,978	+282.3%	Shares	Sole	2023-11-03
2023-06-30	$407,950	4,179	+111.3%	Shares	Sole	2023-08-08
2022-12-31	$200,191	1,978	—	Shares	Sole	2023-02-01
No filing history on record for this holder in this stock.