Symphony Financial, Ltd. Co.
Position in PM — Philip Morris International Inc.
CIK 1800687
HOUSTON, TX
Position in PM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,605,646
+$318,829 QoQ
Shares Held
14,403
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#920
of 2,923 holders
Holding Since
Dec 2021
19 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, 2026Symphony Financial, Ltd. Co. holds $9,561,942 across 3 Tobacco names. PM ranks #2 (27.3% of the industry book) .
All Filings in PM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,605,646 | 14,403 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,286,817 | 13,831 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,121,129 | 13,224 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,437,829 | 21,195 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $6,865,936 | 37,698 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,539,998 | 9,702 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,170,247 | 34,651 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,835,091 | 48,065 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $5,028,197 | 49,622 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $4,094,497 | 44,690 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $4,456,475 | 47,369 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $4,099,720 | 44,283 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,962,981 | 40,596 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $3,928,316 | 40,394 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,480,510 | 34,389 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $942,329 | 11,352 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,068,663 | 10,823 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,012,955 | 10,783 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $855,000 | 9,000 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||