Capital Advisors Wealth Management, LLC
Position in PM — Philip Morris International Inc.
CIK 1824700
YAKIMA, WA
Position in PM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$648,381
+$59,606 QoQ
Shares Held
3,584
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,720
of 2,919 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Capital Advisors Wealth Management, LLC holds $1,644,240 across 2 Tobacco names. PM ranks #2 (39.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
13,841 | $995,859 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
3,584 | $648,381 |
All Filings in PM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $648,381 | 3,584 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $588,775 | 3,561 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $540,868 | 3,372 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $537,044 | 3,311 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $532,912 | 2,926 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $476,983 | 3,005 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $354,069 | 2,942 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $352,060 | 2,900 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $285,851 | 2,821 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $255,619 | 2,790 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||