Regent Peak Wealth Advisors LLC
Position in PM — Philip Morris International Inc.
CIK 1803329
ATLANTA, GA
Position in PM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$487,914
+$63,817 QoQ
Shares Held
2,697
+5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,936
of 2,919 holders
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Regent Peak Wealth Advisors LLC holds $768,878 across 2 Tobacco names. PM ranks #1 (63.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
2,697 | $487,914 | |
| 2 | MO |
Altria Group, Inc.
|
3,905 | $280,964 |
All Filings in PM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,914 | 2,697 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $424,097 | 2,565 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $377,100 | 2,351 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $401,607 | 2,476 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $374,126 | 2,357 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $277,045 | 2,302 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $268,172 | 2,209 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $214,110 | 2,113 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $211,303 | 2,246 | Shares | Sole | 2024-01-23 | |
| 2020-12-31 | $83,203 | 1,005 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||