GoalVest Advisory LLC

Position in PM — Philip Morris International Inc.

CIK 1839307 NEW YORK, NY

Position in PM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,326,974

+$72,044 QoQ

Shares Held

7,335

-3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#1,239

of 2,919 holders

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

GoalVest Advisory LLC holds $2,857,710 across 2 Tobacco names. PM ranks #2 (46.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MO	Altria Group, Inc.	21,275	$1,530,736
2	PM	Philip Morris International Inc. This page	7,335	$1,326,974

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,326,974	7,335	-3.4%	Shares	Sole	2026-07-09
2026-03-31	$1,254,930	7,590	-15.2%	Shares	Sole	2026-04-13
2025-12-31	$1,435,740	8,951	-9.9%	Shares	Sole	2026-01-05
2025-09-30	$1,610,808	9,931	+4.4%	Shares	Sole	2025-10-22
2025-06-30	$1,732,420	9,512	+2.4%	Shares	Sole	2025-08-01
2025-03-31	$1,474,601	9,290	+0.6%	Shares	Sole	2025-04-07
2024-12-31	$1,111,793	9,238	-5.8%	Shares	Sole	2025-01-17
2024-09-30	$1,190,569	9,807	+2.3%	Shares	Sole	2024-11-06
2024-06-30	$970,944	9,582	-8.6%	Shares	Sole	2024-07-30
2024-03-31	$961,002	10,489	+12.6%	Shares	Sole	2024-04-15
2023-12-31	$876,167	9,313	+15.5%	Shares	Sole	2024-01-02
2023-09-30	$746,750	8,066	-4.2%	Shares	Sole	2023-10-10
2023-06-30	$821,862	8,419	-16.2%	Shares	Sole	2023-07-17
2023-03-31	$977,265	10,049	+6.1%	Shares	Sole	2023-04-03
2022-12-31	$958,357	9,469	+9.2%	Shares	Sole	2023-01-06
2022-09-30	$720,028	8,674	+13.3%	Shares	Sole	2022-10-11
2022-06-30	$755,953	7,656	+5529.4%	Shares	Sole	2022-07-06
2022-03-31	$12,775	136	—	Shares	Sole	2022-05-03
2021-03-31	$0	0	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.