Independent Solutions Wealth Management, LLC
Position in PM — Philip Morris International Inc.
CIK 1818391
Williamsville, NY
Position in PM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,925,385
+$396,203 QoQ
Shares Held
21,698
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#768
of 2,919 holders
Holding Since
Mar 2020
26 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, 2026Independent Solutions Wealth Management, LLC holds $8,251,378 across 2 Tobacco names. PM ranks #2 (47.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
60,125 | $4,325,993 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
21,698 | $3,925,385 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,925,385 | 21,698 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,529,182 | 21,345 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,655,516 | 22,790 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,655,825 | 22,539 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,976,444 | 21,833 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,401,266 | 21,428 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,703,181 | 22,461 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,683,182 | 22,102 | Shares | Sole | 2024-12-19 | |
| 2024-06-30 | $2,281,140 | 22,512 | Shares | Sole | 2024-12-19 | |
| 2024-03-31 | $2,138,410 | 23,340 | Shares | Sole | 2024-12-19 | |
| 2023-12-31 | $2,279,464 | 24,229 | Shares | Sole | 2024-12-19 | |
| 2023-09-30 | $1,975,842 | 21,342 | Shares | Sole | 2024-12-19 | |
| 2023-06-30 | $2,061,343 | 21,116 | Shares | Sole | 2024-12-19 | |
| 2023-03-31 | $2,014,339 | 20,713 | Shares | Sole | 2024-12-19 | |
| 2022-12-31 | $2,119,033 | 20,937 | Shares | Sole | 2024-12-19 | |
| 2022-09-30 | $1,640,194 | 19,759 | Shares | Sole | 2024-12-19 | |
| 2022-06-30 | $1,923,751 | 19,483 | Shares | Sole | 2024-12-19 | |
| 2022-03-31 | $1,700,971 | 18,107 | Shares | Sole | 2024-12-19 | |
| 2021-12-31 | $1,474,780 | 15,524 | Shares | Sole | 2024-12-19 | |
| 2021-09-30 | $1,431,329 | 15,100 | Shares | Sole | 2024-12-19 | |
| 2021-06-30 | $1,389,224 | 14,017 | Shares | Sole | 2024-12-19 | |
| 2021-03-31 | $734,678 | 8,279 | Shares | Sole | 2024-12-19 | |
| 2020-12-31 | $698,333 | 8,435 | Shares | Sole | 2024-12-19 | |
| 2020-09-30 | $654,287 | 8,725 | Shares | Sole | 2024-12-19 | |
| 2020-06-30 | $589,835 | 8,419 | Shares | Sole | 2024-12-19 | |
| 2020-03-31 | $657,515 | 9,012 | Shares | Sole | 2024-12-19 | |
| No filing history on record for this holder in this stock. | ||||||