Position in PM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$41,247
+$2,110 QoQ
Shares Held
228
-6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,793
of 2,919 holders
Holding Since
Dec 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, 2026Concord Wealth Partners holds $1,046,346 across 3 Tobacco names. PM ranks #3 (3.9% of the industry book) .
All Filings in PM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,247 | 228 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $39,137 | 244 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $39,414 | 243 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $45,168 | 248 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $39,047 | 246 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $33,457 | 278 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $37,512 | 309 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,114 | 11 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $42,878 | 468 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $37,161 | 395 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $411,147 | 4,441 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $202,366 | 2,073 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $131,093 | 1,348 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $99,894 | 987 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $154,725 | 1,567 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $141,285 | 1,504 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $142,785 | 1,503 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $78,012 | 823 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $111,796 | 1,128 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $100,897 | 1,137 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $116,154 | 1,403 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||