Position in PM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$709,709
+$62,073 QoQ
Shares Held
3,923
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,648
of 2,919 holders
Holding Since
Dec 2020
22 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, 2026IAM Advisory, LLC holds $1,033,915 across 2 Tobacco names. PM ranks #1 (68.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
3,923 | $709,709 | |
| 2 | MO |
Altria Group, Inc.
|
4,506 | $324,206 |
All Filings in PM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $709,709 | 3,923 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $647,636 | 3,917 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $627,324 | 3,911 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $633,391 | 3,905 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $673,152 | 3,696 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $586,031 | 3,692 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $443,850 | 3,688 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $447,116 | 3,683 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $372,590 | 3,677 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $336,337 | 3,671 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $344,897 | 3,666 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $338,842 | 3,660 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $356,801 | 3,655 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $354,962 | 3,650 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $379,031 | 3,745 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $476,975 | 5,746 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $566,866 | 5,741 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $538,933 | 5,737 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $344,850 | 3,630 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $343,139 | 3,620 | Shares | Sole | 2021-10-14 | |
| 2021-03-31 | $507,859 | 5,723 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $473,393 | 5,718 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||