SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in PM — Philip Morris International Inc.
CIK 1794153
MINNEAPOLIS, MN
Position in PM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,345,166
+$453,748 QoQ
Shares Held
29,546
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
#655
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, 2026SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $5,712,111 across 2 Tobacco names. PM ranks #1 (93.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
29,546 | $5,345,166 | |
| 2 | MO |
Altria Group, Inc.
|
5,100 | $366,945 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,345,166 | 29,546 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,891,418 | 29,584 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,744,792 | 29,581 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,811,663 | 29,665 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,409,807 | 29,703 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,739,836 | 29,861 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,592,688 | 29,852 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,997,366 | 24,690 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,711,463 | 16,890 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,543,522 | 16,847 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,088,035 | 11,565 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,070,687 | 11,565 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,128,487 | 11,560 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,124,210 | 11,560 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,181,120 | 11,670 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $977,027 | 11,770 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,158,417 | 11,732 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,349,635 | 14,367 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,469,365 | 15,467 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,455,690 | 15,357 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,522,032 | 15,357 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,360,561 | 15,332 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,278,029 | 15,437 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,124,924 | 15,001 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,049,078 | 14,974 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,009,401 | 13,835 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||