Position in PM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$701,930
+$171,520 QoQ
Shares Held
3,880
+20.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,661
of 2,919 holders
Holding Since
Jun 2020
21 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, 2026RMR Wealth Builders holds $5,066,848 across 2 Tobacco names. PM ranks #2 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
60,666 | $4,364,918 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
3,880 | $701,930 |
All Filings in PM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $701,930 | 3,880 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $530,410 | 3,208 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $518,733 | 3,234 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $528,609 | 3,259 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $531,273 | 2,917 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $439,047 | 2,766 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $295,940 | 2,459 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $315,882 | 2,602 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $256,162 | 2,528 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $232,898 | 2,542 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $257,685 | 2,739 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $223,765 | 2,417 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $235,264 | 2,410 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $233,594 | 2,402 | Shares | Sole | 2023-04-11 | |
| 2022-03-31 | $206,855 | 2,202 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $347,784 | 3,669 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $384,645 | 3,881 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $385,131 | 4,340 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $353,347 | 4,268 | Shares | Sole | 2021-02-26 | |
| 2020-09-30 | $387,623 | 5,169 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $285,844 | 4,080 | Shares | Sole | 2020-08-19 | |
| No filing history on record for this holder in this stock. | ||||||