Position in PM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$302,843
+$26,064 QoQ
Shares Held
1,674
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#2,294
of 2,919 holders
Holding Since
Mar 2025
6 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, 2026ACT WEALTH MANAGEMENT, LLC holds $684,609 across 2 Tobacco names. PM ranks #2 (44.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
5,306 | $381,766 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
1,674 | $302,843 |
All Filings in PM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,843 | 1,674 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $276,779 | 1,674 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $291,767 | 1,819 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $219,132 | 1,351 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $246,057 | 1,351 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $240,634 | 1,516 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||