Aprio Wealth Management, LLC

Position in PM — Philip Morris International Inc.

CIK 1803519 ATLANTA, GA

Position in PM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,571,273

+$500,886 QoQ

Shares Held

14,213

+13.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#927

of 2,919 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Aprio Wealth Management, LLC holds $5,991,488 across 3 Tobacco names. PM ranks #1 (42.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	14,213	$2,571,273
2	MO	Altria Group, Inc.	27,111	$1,950,636
3	BTI	British American Tobacco p.l.c.	23,795	$1,469,579

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,571,273	14,213	+13.5%	Shares	Sole	2026-07-24
2026-03-31	$2,070,387	12,522	+43.4%	Shares	Sole	2026-05-11
2025-12-31	$1,400,292	8,730	+29.7%	Shares	Sole	2026-01-29
2025-09-30	$1,092,092	6,733	-2.6%	Shares	Sole	2025-11-12
2025-06-30	$1,259,611	6,916	-1.4%	Shares	Sole	2025-08-14
2025-03-31	$1,113,332	7,014	+79.2%	Shares	Sole	2025-05-15
2024-12-31	$471,170	3,915	+39.0%	Shares	Sole	2025-01-13
2024-09-30	$341,983	2,817	-31.1%	Shares	Sole	2024-10-08
2024-06-30	$414,541	4,091	+43.1%	Shares	Sole	2024-07-10
2024-03-31	$261,849	2,858	+15.1%	Shares	Sole	2024-04-10
2023-12-31	$233,506	2,482	—	Shares	Sole	2024-01-17
No filing history on record for this holder in this stock.