Xcel Wealth Management, LLC
Position in PM — Philip Morris International Inc.
CIK 1791002
Holly Hill, FL
Position in PM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$630,109
+$48,609 QoQ
Shares Held
3,483
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,743
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, 2026Xcel Wealth Management, LLC holds $1,637,912 across 2 Tobacco names. PM ranks #2 (38.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
14,007 | $1,007,803 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
3,483 | $630,109 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $630,109 | 3,483 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $581,500 | 3,517 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $519,856 | 3,241 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $558,130 | 3,441 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $626,709 | 3,441 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $481,269 | 3,032 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $364,901 | 3,032 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $368,084 | 3,032 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $307,232 | 3,032 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $279,624 | 3,052 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $284,121 | 3,020 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $282,369 | 3,050 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $334,836 | 3,430 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $333,567 | 3,430 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $347,150 | 3,430 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $284,724 | 3,430 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $318,930 | 3,230 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $303,332 | 3,229 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $306,755 | 3,229 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $303,328 | 3,200 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $317,152 | 3,200 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $283,968 | 3,200 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $256,235 | 3,095 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $224,970 | 3,000 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $310,926 | 4,438 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $218,880 | 3,000 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||