WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Position in PM — Philip Morris International Inc.

CIK 1812177 HIGHLAND PARK, IL

Position in PM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$229,574

+$19,923 QoQ

Shares Held

1,269

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,531

of 2,919 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $8,773,637 across 3 Tobacco names. PM ranks #3 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	114,956	$8,271,084
2	BTI	British American Tobacco p.l.c.	4,420	$272,979
3	PM	Philip Morris International Inc. This page	1,269	$229,574

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,574	1,269	+0.1%	Shares	Sole	2026-07-20
2026-03-31	$209,651	1,268	+0.1%	Shares	Sole	2026-04-30
2025-12-31	$203,226	1,267	+0.2%	Shares	Sole	2026-02-12
2025-09-30	$205,183	1,265	+0.1%	Shares	Sole	2025-11-12
2025-06-30	$230,212	1,264	+0.1%	Shares	Sole	2025-08-12
2025-03-31	$200,475	1,263	+998.3%	Shares	Sole	2025-05-08
2021-09-30	$10,900	115	+0.9%	Shares	Sole	2021-11-15
2021-06-30	$11,298	114	+1.8%	Shares	Sole	2021-08-16
2021-03-31	$9,938	112	+0.9%	Shares	Sole	2021-05-17
2020-12-31	$9,189	111	+1.8%	Shares	Sole	2021-02-19
2020-09-30	$8,173	109	+1.9%	Shares	Sole	2020-11-13
2020-06-30	$7,496	107	+0.9%	Shares	Sole	2020-08-18
2020-03-31	$7,733	106	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.