Position in PM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$7,616,311
+$665,914 QoQ
Shares Held
42,100
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#547
of 2,919 holders
Holding Since
Jun 2024
9 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, 2026Apella Capital, LLC holds $9,660,986 across 2 Tobacco names. PM ranks #1 (78.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
42,100 | $7,616,311 | |
| 2 | MO |
Altria Group, Inc.
|
28,418 | $2,044,675 |
All Filings in PM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,616,311 | 42,100 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $6,950,397 | 42,037 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,533,545 | 28,264 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,652,382 | 28,683 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,968,142 | 27,278 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $690,316 | 4,349 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $360,087 | 2,992 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $359,708 | 2,963 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $261,735 | 2,583 | Shares | Sole | 2024-07-10 | |
| No filing history on record for this holder in this stock. | ||||||