Realta Investment Advisors
Position in PM — Philip Morris International Inc.
CIK 1776792
WILMINGTON, DE
Position in PM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,174,648
+$907,294 QoQ
Shares Held
6,493
+301.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,314
of 2,919 holders
Holding Since
Mar 2020
26 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, 2026Realta Investment Advisors holds $1,530,512 across 2 Tobacco names. PM ranks #1 (76.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
6,493 | $1,174,648 | |
| 2 | MO |
Altria Group, Inc.
|
4,946 | $355,864 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,174,648 | 6,493 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $267,354 | 1,617 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $259,206 | 1,616 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $280,768 | 1,731 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $455,507 | 2,501 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $439,047 | 2,766 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $336,498 | 2,796 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $505,024 | 4,160 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,544,167 | 15,239 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,389,050 | 15,161 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,425,688 | 15,154 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,649,683 | 17,819 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,739,490 | 17,819 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,730,369 | 17,793 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,859,632 | 18,374 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,507,876 | 18,165 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,737,725 | 17,599 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,641,789 | 17,477 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,654,235 | 17,413 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,718,542 | 18,130 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,553,846 | 15,678 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,324,000 | 14,920 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,192,010 | 14,398 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $940,374 | 12,540 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $848,706 | 12,114 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $771,770 | 10,578 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||