Position in PM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$22,975
+$10,575 QoQ
Shares Held
127
+69.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,828
of 2,919 holders
Holding Since
Dec 2024
7 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, 2026High Note Wealth, LLC holds $41,682 across 2 Tobacco names. PM ranks #1 (55.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
127 | $22,975 | |
| 2 | MO |
Altria Group, Inc.
|
260 | $18,707 |
All Filings in PM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,975 | 127 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $12,400 | 75 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,822 | 55 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,514 | 34 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,828 | 32 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,079 | 32 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,851 | 32 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||