Cornerstone Planning Group LLC

Position in PM — Philip Morris International Inc.

CIK 1822587 FAIRFIELD, NJ

Position in PM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$441,420

+$32,535 QoQ

Shares Held

2,440

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#2,022

of 2,924 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $702,626 across 5 Tobacco names. PM ranks #1 (62.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	2,440	$441,420
2	MO	Altria Group, Inc.	2,640	$189,948
3	BTI	British American Tobacco p.l.c.	848	$52,372
4	TPB	Turning Point Brands, Inc.	219	$18,573
5	UVV	Universal Corp /Va/	6	$313

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$441,420	2,440	-1.3%	Shares	Sole	2026-07-29
2026-03-31	$408,885	2,473	+4.1%	Shares	Sole	2026-05-06
2025-12-31	$381,110	2,376	+600.9%	Shares	Sole	2026-02-02
2025-09-30	$54,985	339	-79.6%	Shares	Sole	2025-11-04
2025-06-30	$301,971	1,658	+44.7%	Shares	Sole	2025-08-11
2025-03-31	$181,904	1,146	+97.2%	Shares	Sole	2025-04-30
2024-12-31	$69,923	581	+2.7%	Shares	Sole	2025-01-29
2024-09-30	$68,712	566	-47.9%	Shares	Sole	2024-11-05
2024-06-30	$110,044	1,086	+87.2%	Shares	Sole	2024-08-13
2024-03-31	$53,139	580	-19.7%	Shares	Sole	2024-05-07
2023-12-31	$67,925	722	-3.3%	Shares	Sole	2024-02-12
2023-09-30	$69,157	747	-12.7%	Shares	Sole	2023-11-08
2023-06-30	$83,562	856	-20.4%	Shares	Sole	2023-08-15
2022-12-31	$108,901	1,076	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.