CWS Financial Advisors, LLC
Position in PM — Philip Morris International Inc.
CIK 1802459
KALAMAZOO, MI
Position in PM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,445,470
+$129,033 QoQ
Shares Held
7,990
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#1,196
of 2,919 holders
Holding Since
Mar 2020
25 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, 2026CWS Financial Advisors, LLC holds $2,515,222 across 2 Tobacco names. PM ranks #1 (57.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
7,990 | $1,445,470 | |
| 2 | MO |
Altria Group, Inc.
|
14,868 | $1,069,752 |
All Filings in PM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,445,470 | 7,990 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,316,437 | 7,962 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,274,859 | 7,948 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,393,622 | 8,592 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,563,768 | 8,586 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,369,046 | 8,625 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,036,694 | 8,614 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,044,404 | 8,603 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $870,424 | 8,590 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $786,282 | 8,582 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $918,220 | 9,760 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $942,001 | 10,175 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $991,916 | 10,161 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $985,239 | 10,131 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,099,747 | 10,866 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $839,729 | 10,116 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,007,345 | 10,202 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,006,379 | 10,713 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,026,380 | 10,804 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $1,087,434 | 10,972 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $964,248 | 10,866 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $876,663 | 10,589 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $850,911 | 11,347 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $795,321 | 11,352 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $948,261 | 12,997 | Shares | Sole | 2020-04-02 | |
| No filing history on record for this holder in this stock. | ||||||