Golden State Wealth Management, LLC

Position in PM — Philip Morris International Inc.

CIK 1776033 SANTA ANA, CA

Position in PM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$457,340

+$41,510 QoQ

Shares Held

2,528

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,989

of 2,919 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $816,433 across 3 Tobacco names. PM ranks #1 (56.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	2,528	$457,340
2	MO	Altria Group, Inc.	4,778	$343,777
3	BTI	British American Tobacco p.l.c.	248	$15,316

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$457,340	2,528	+0.5%	Shares	Sole	2026-07-22
2026-03-31	$415,830	2,515	+6.9%	Shares	Sole	2026-04-28
2025-12-31	$377,260	2,352	+1.7%	Shares	Sole	2026-02-13
2025-09-30	$375,168	2,313	-4.0%	Shares	Sole	2025-11-03
2025-06-30	$438,751	2,409	-11.0%	Shares	Sole	2025-08-06
2025-03-31	$429,682	2,707	-1.8%	Shares	Sole	2025-04-24
2024-12-31	$331,804	2,757	+14.8%	Shares	Sole	2025-01-28
2022-03-31	$225,643	2,402	-19.9%	Shares	Sole	2022-05-19
2021-12-31	$284,715	2,997	+21.2%	Shares	Sole	2022-02-14
2021-09-30	$234,320	2,472	-1.6%	Shares	Sole	2021-11-15
2021-06-30	$248,865	2,511	+0.1%	Shares	Sole	2021-08-12
2021-03-31	$222,648	2,509	-20.6%	Shares	Sole	2021-05-14
2020-12-31	$261,450	3,158	+26.0%	Shares	Sole	2021-01-28
2020-09-30	$187,999	2,507	-14.2%	Shares	Sole	2020-11-12
2020-06-30	$204,785	2,923	+7.1%	Shares	Sole	2020-08-13
2020-03-31	$199,180	2,730	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.