Arkadios Wealth Advisors

Position in PM — Philip Morris International Inc.

CIK 1800798 ATLANTA, GA

Position in PM

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$10,050,522

+$1,559,749 QoQ

Shares Held

60,787

+14.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Mar 31, 2026

Arkadios Wealth Advisors holds $26,583,540 across 4 Tobacco names. PM ranks #2 (37.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	178,722	$11,793,863
2	PM	Philip Morris International Inc. This page	60,787	$10,050,522
3	BTI	British American Tobacco p.l.c.	47,449	$2,774,342
4	UVV	Universal Corp /Va/	37,283	$1,964,813

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,050,522	60,787	+14.8%	Shares	Sole	2026-05-18
2025-12-31	$8,490,773	52,935	+9.6%	Shares	Sole	2026-02-13
2025-09-30	$7,835,070	48,305	+13.9%	Shares	Sole	2025-10-29
2025-06-30	$7,721,036	42,393	+58.6%	Shares	Sole	2025-08-04
2025-03-31	$4,242,217	26,726	+8.5%	Shares	Sole	2025-05-08
2024-12-31	$2,963,257	24,622	-0.5%	Shares	Sole	2025-01-15
2024-09-30	$3,004,528	24,749	-7.6%	Shares	Sole	2024-10-24
2024-06-30	$2,713,414	26,778	-23.9%	Shares	Sole	2024-07-29
2024-03-31	$3,224,932	35,199	+1.1%	Shares	Sole	2024-04-30
2023-12-31	$3,274,078	34,801	-0.4%	Shares	Sole	2024-01-24
2023-09-30	$3,235,763	34,951	+65.6%	Shares	Sole	2023-10-13
2023-06-30	$2,059,782	21,100	+6.0%	Shares	Sole	2023-07-26
2023-03-31	$1,936,442	19,912	-1.4%	Shares	Sole	2023-05-02
2022-12-31	$2,043,126	20,187	+17.4%	Shares	Sole	2023-01-11
2022-09-30	$1,427,688	17,199	+12.1%	Shares	Sole	2022-10-21
2022-06-30	$1,514,375	15,337	+5.0%	Shares	Sole	2022-07-14
2022-03-31	$1,371,805	14,603	+14.1%	Shares	Sole	2022-05-02
2021-12-31	$1,216,285	12,803	-39.7%	Shares	Sole	2022-02-03
2021-09-30	$2,013,244	21,239	-14.0%	Shares	Sole	2021-10-19
2021-06-30	$2,446,332	24,683	+21.4%	Shares	Sole	2021-07-28
2021-03-31	$1,803,817	20,327	+380.5%	Shares	Sole	2021-04-26
2020-12-31	$350,201	4,230	+54.4%	Shares	Sole	2021-02-09
2020-09-30	$205,397	2,739	-9.4%	Shares	Sole	2020-11-10
2020-06-30	$211,791	3,023	+5.0%	Shares	Sole	2020-08-10
2020-03-31	$209,978	2,878	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.