Center for Financial Planning, Inc.
Position in PM — Philip Morris International Inc.
CIK 1803557
SOUTHFIED, MI
Position in PM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,051,087
+$68,141 QoQ
Shares Held
5,810
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,389
of 2,919 holders
Holding Since
Mar 2020
26 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, 2026Center for Financial Planning, Inc. holds $1,447,315 across 2 Tobacco names. PM ranks #1 (72.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
5,810 | $1,051,087 | |
| 2 | MO |
Altria Group, Inc.
|
5,507 | $396,228 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,051,087 | 5,810 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $982,946 | 5,945 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $967,532 | 6,032 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $964,279 | 5,945 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,082,762 | 5,945 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $906,983 | 5,714 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $665,294 | 5,528 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $671,099 | 5,528 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $560,152 | 5,528 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $506,475 | 5,528 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $496,554 | 5,278 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $488,637 | 5,278 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $525,000 | 5,378 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $523,010 | 5,378 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $544,307 | 5,378 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $446,427 | 5,378 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $142,679 | 1,445 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $135,743 | 1,445 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $137,275 | 1,445 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $136,971 | 1,445 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $143,213 | 1,445 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $157,069 | 1,770 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $119,631 | 1,445 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $326,581 | 4,355 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $305,111 | 4,355 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $317,740 | 4,355 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||