Position in PM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,055
+$607 QoQ
Shares Held
39
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,876
of 2,919 holders
Holding Since
Sep 2021
7 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, 2026IAG Wealth Partners, LLC holds $67,924 across 2 Tobacco names. PM ranks #2 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
846 | $60,869 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
39 | $7,055 |
All Filings in PM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,055 | 39 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,448 | 39 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,255 | 39 | Shares | Sole | 2026-02-10 | |
| 2025-03-31 | $9,523 | 60 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $7,221 | 60 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $24,280 | 200 | Shares | Sole | 2024-10-29 | |
| 2021-09-30 | $240,292 | 2,535 | Shares | Sole | 2021-11-04 | |
| No filing history on record for this holder in this stock. | ||||||