Position in PM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,123,993
+$263,729 QoQ
Shares Held
6,213
+19.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,344
of 2,919 holders
Holding Since
Jun 2024
9 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, 2026Rothschild Wealth LLC holds $2,032,649 across 2 Tobacco names. PM ranks #1 (55.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
6,213 | $1,123,993 | |
| 2 | MO |
Altria Group, Inc.
|
12,629 | $908,656 |
All Filings in PM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,123,993 | 6,213 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $860,264 | 5,203 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $451,846 | 2,817 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $449,294 | 2,770 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $469,349 | 2,577 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $436,666 | 2,751 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $361,170 | 3,001 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $394,671 | 3,251 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $300,848 | 2,969 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||