Position in PM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,600,832
+$306,764 QoQ
Shares Held
19,904
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#799
of 2,919 holders
Holding Since
Dec 2020
19 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, 202644 WEALTH MANAGEMENT LLC holds $7,822,745 across 3 Tobacco names. PM ranks #1 (46.0% of the industry book) .
All Filings in PM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,600,832 | 19,904 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,294,068 | 19,923 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,069,093 | 19,134 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,756,264 | 16,993 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,081,821 | 16,921 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,635,711 | 16,605 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,060,151 | 17,118 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,108,596 | 17,369 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $1,470,450 | 15,063 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,464,196 | 15,056 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,094,889 | 10,818 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $878,826 | 10,587 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,045,854 | 10,592 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $983,833 | 10,473 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $994,840 | 10,472 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $987,901 | 10,422 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,032,924 | 10,422 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $955,729 | 10,770 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $891,648 | 10,770 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||