Position in PM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$16,215,144
+$820,006 QoQ
Shares Held
89,631
-3.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.24%
of 13F equity value
Holder Rank
#381
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, 2026CFM WEALTH PARTNERS LLC holds $22,061,872 across 2 Tobacco names. PM ranks #1 (73.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
89,631 | $16,215,144 | |
| 2 | MO |
Altria Group, Inc.
|
81,261 | $5,846,728 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,215,144 | 89,631 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $15,395,138 | 93,112 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $14,376,812 | 89,631 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $14,538,148 | 89,631 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $16,324,494 | 89,631 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $14,227,128 | 89,631 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $10,779,268 | 89,566 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $10,873,312 | 89,566 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $9,057,990 | 89,391 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $8,162,517 | 89,091 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $8,350,070 | 88,755 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $8,239,434 | 88,998 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $8,655,965 | 88,670 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $8,628,311 | 88,723 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $8,979,654 | 88,723 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $7,384,071 | 88,954 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $8,783,317 | 88,954 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $8,293,868 | 88,289 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $8,382,515 | 88,237 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $8,270,711 | 87,253 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $8,627,723 | 87,052 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $7,724,994 | 87,052 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,926,211 | 83,660 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $6,273,663 | 83,660 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $5,895,268 | 84,146 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,139,292 | 84,146 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||