Position in PM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$508,718
+$52,876 QoQ
Shares Held
2,812
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,897
of 2,919 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Legacy Trust holds $922,142 across 2 Tobacco names. PM ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
2,812 | $508,718 | |
| 2 | MO |
Altria Group, Inc.
|
5,746 | $413,424 |
All Filings in PM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,718 | 2,812 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $455,842 | 2,757 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $411,746 | 2,567 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $414,745 | 2,557 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $349,871 | 1,921 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $305,713 | 1,926 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $231,794 | 1,926 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $242,314 | 1,996 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||