CBIZ Investment Advisory Services, LLC
Position in PM — Philip Morris International Inc.
CIK 1795934
INDEPENDENCE, OH
Position in PM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$24,241
+$2,086 QoQ
Shares Held
134
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,827
of 2,919 holders
Holding Since
Mar 2020
12 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, 2026CBIZ Investment Advisory Services, LLC holds $77,484 across 2 Tobacco names. PM ranks #2 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
740 | $53,243 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
134 | $24,241 |
All Filings in PM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,241 | 134 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $22,155 | 134 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $58,866 | 367 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $41,198 | 254 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $62,470 | 343 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $32,063 | 202 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $4,814 | 40 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,913 | 24 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,431 | 24 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $8,703 | 95 | Shares | Sole | 2024-05-13 | |
| 2020-06-30 | $39,023 | 557 | Principal | Sole | 2020-08-14 | |
| 2020-03-31 | $40,638 | 557 | Principal | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||