Physician Wealth Advisors, Inc.
Position in PM — Philip Morris International Inc.
CIK 1795173
MIDVALE, UT
Position in PM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$100,766
+$21,899 QoQ
Shares Held
557
+16.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,708
of 2,919 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $166,194 across 4 Tobacco names. PM ranks #1 (60.6% of the industry book) .
All Filings in PM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,766 | 557 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $78,867 | 477 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $60,470 | 377 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $22,545 | 139 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $23,312 | 128 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $9,999 | 63 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $4,573 | 38 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||