Position in PM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$523,010
+$46,831 QoQ
Shares Held
2,891
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,873
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, 2026XML Financial, LLC holds $1,435,192 across 2 Tobacco names. PM ranks #2 (36.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
12,678 | $912,182 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
2,891 | $523,010 |
All Filings in PM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,010 | 2,891 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $476,179 | 2,880 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $450,884 | 2,811 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $461,783 | 2,847 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $557,864 | 3,063 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $509,205 | 3,208 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $384,999 | 3,199 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $387,751 | 3,194 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,418,518 | 13,999 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,331,055 | 14,528 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,343,744 | 14,283 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,309,914 | 14,149 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,410,804 | 14,452 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,398,455 | 14,380 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,462,079 | 14,446 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,229,212 | 14,808 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,310,082 | 13,268 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,382,327 | 14,715 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,391,940 | 14,652 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,393,128 | 14,697 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,329,164 | 13,411 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,175,982 | 13,252 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,096,387 | 13,243 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,071,307 | 14,286 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,323,153 | 18,886 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,309,559 | 17,949 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||