Jacobsen Capital Management
Position in PM — Philip Morris International Inc.
CIK 1782491
SALT LAKE CITY, UT
Position in PM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$486,466
+$59,559 QoQ
Shares Held
2,689
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,937
of 2,919 holders
Holding Since
Sep 2023
11 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, 2026Jacobsen Capital Management holds $733,686 across 2 Tobacco names. PM ranks #1 (66.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
2,689 | $486,466 | |
| 2 | MO |
Altria Group, Inc.
|
3,436 | $247,220 |
All Filings in PM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,466 | 2,689 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $426,907 | 2,582 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $407,095 | 2,538 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $447,347 | 2,758 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $500,311 | 2,747 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $367,618 | 2,316 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $259,354 | 2,155 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $246,199 | 2,028 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $203,369 | 2,007 | Shares | Sole | 2024-07-23 | |
| 2023-12-31 | $236,987 | 2,519 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $203,213 | 2,195 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||