Ethic Inc.

Position in PM — Philip Morris International Inc.

CIK 1780570 NEW YORK, NY

Position in PM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$7,976,683

+$384,271 QoQ

Shares Held

44,092

-4.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#527

of 2,919 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Consumer Defensive · as of Jun 30, 2026

Ethic Inc. holds $11,664,133 across 3 Tobacco names. PM ranks #1 (68.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	44,092	$7,976,683
2	MO	Altria Group, Inc.	43,342	$3,118,456
3	BTI	British American Tobacco p.l.c.	9,213	$568,994

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,976,683	44,092	-4.0%	Shares	Sole	2026-07-29
2026-03-31	$7,592,412	45,920	+12.3%	Shares	Sole	2026-04-27
2025-12-31	$6,559,076	40,892	+1.0%	Shares	Sole	2026-02-03
2025-09-30	$6,564,396	40,471	+8.2%	Shares	Sole	2025-10-17
2025-06-30	$6,812,754	37,406	+13.2%	Shares	Sole	2025-07-30
2025-03-31	$5,246,978	33,056	+28.8%	Shares	Sole	2025-05-13
2024-12-31	$3,088,421	25,662	+40.7%	Shares	Sole	2025-02-14
2024-09-30	$2,213,850	18,236	-12.0%	Shares	Sole	2024-11-13
2024-06-30	$2,100,469	20,729	+13.7%	Shares	Sole	2024-08-13
2024-03-31	$1,670,782	18,236	+42.1%	Shares	Sole	2024-05-13
2023-12-31	$1,207,234	12,832	-13.5%	Shares	Sole	2024-02-14
2023-09-30	$1,372,776	14,828	+0.6%	Shares	Sole	2023-11-14
2023-06-30	$1,439,211	14,743	+3.2%	Shares	Sole	2023-08-14
2023-03-31	$1,389,897	14,292	-2.4%	Shares	Sole	2023-05-12
2022-12-31	$1,481,714	14,640	-35.7%	Shares	Sole	2023-02-14
2022-09-30	$1,891,133	22,782	+9.4%	Shares	Sole	2022-11-14
2022-06-30	$2,055,273	20,815	+115.7%	Shares	Sole	2022-08-10
2022-03-31	$906,708	9,652	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.