Berger Financial Group, Inc
Position in PM — Philip Morris International Inc.
CIK 1826136
Plymouth, MN
Position in PM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$819,341
+$73,327 QoQ
Shares Held
4,529
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,542
of 2,919 holders
Holding Since
Mar 2021
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, 2026Berger Financial Group, Inc holds $1,348,461 across 2 Tobacco names. PM ranks #1 (60.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
4,529 | $819,341 | |
| 2 | MO |
Altria Group, Inc.
|
7,354 | $529,120 |
All Filings in PM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $819,341 | 4,529 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $746,014 | 4,512 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $728,857 | 4,544 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $796,402 | 4,910 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $895,897 | 4,919 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $779,840 | 4,913 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $601,750 | 5,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $395,035 | 3,254 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $327,295 | 3,230 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $297,948 | 3,252 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $381,494 | 4,055 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $357,821 | 3,865 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $380,913 | 3,902 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $368,480 | 3,789 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $395,629 | 3,909 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $326,727 | 3,936 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $357,241 | 3,618 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $329,541 | 3,508 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $297,350 | 3,130 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $220,007 | 2,321 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $230,034 | 2,321 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $205,876 | 2,320 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||