Soltis Investment Advisors LLC
Position in PM — Philip Morris International Inc.
CIK 1802530
ST. GEORGE, UT
Position in PM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,324,512
+$157,401 QoQ
Shares Held
12,849
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#967
of 2,919 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Derivatives in PM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$633,185
PutShares
3,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Soltis Investment Advisors LLC holds $3,488,734 across 2 Tobacco names. PM ranks #1 (66.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
12,849 | $2,324,512 | |
| 2 | MO |
Altria Group, Inc.
|
16,181 | $1,164,222 |
All Filings in PM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,185 | 3,500 | Put | Sole | 2026-07-31 | |
| 2026-06-30 | $2,324,512 | 12,849 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $380,282 | 2,300 | Put | Sole | 2026-04-27 | |
| 2026-03-31 | $2,167,111 | 13,107 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,009,170 | 12,526 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $1,987,923 | 12,256 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,272,253 | 12,476 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $420,951 | 2,652 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $299,912 | 2,492 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $275,578 | 2,270 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $202,963 | 2,003 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $509,913 | 5,420 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $537,149 | 5,802 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $535,738 | 5,488 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $531,374 | 5,464 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $550,886 | 5,443 | Shares | Sole | 2023-02-09 | |
| 2020-03-31 | $338,169 | 4,635 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||