Marshall Financial Group, LLC

Position in PM — Philip Morris International Inc.

CIK 1841496 Hunt Valley, MD

Position in PM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,052,172

+$84,603 QoQ

Shares Held

5,816

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,387

of 2,919 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Marshall Financial Group, LLC holds $1,595,898 across 2 Tobacco names. PM ranks #1 (65.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc. This page	5,816	$1,052,172
2	MO	Altria Group, Inc.	7,557	$543,726

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,052,172	5,816	-0.6%	Shares	Sole	2026-07-20
2026-03-31	$967,569	5,852	-3.2%	Shares	Sole	2026-04-13
2025-12-31	$969,457	6,044	-10.8%	Shares	Sole	2026-01-09
2025-09-30	$1,098,580	6,773	-0.6%	Shares	Sole	2025-10-08
2025-06-30	$1,240,669	6,812	-2.7%	Shares	Sole	2025-07-10
2025-03-31	$1,111,110	7,000	+9.6%	Shares	Sole	2025-04-16
2024-12-31	$768,434	6,385	+4.9%	Shares	Sole	2025-01-21
2024-09-30	$739,083	6,088	+0.2%	Shares	Sole	2024-10-16
2024-06-30	$615,579	6,075	+178.7%	Shares	Sole	2024-07-19
2023-06-30	$212,811	2,180	-0.5%	Shares	Sole	2023-07-17
2023-03-31	$212,977	2,190	0.0%	Shares	Sole	2023-04-18
2022-12-31	$221,649	2,190	-7.1%	Shares	Sole	2023-02-01
2022-06-30	$232,730	2,357	-2.0%	Shares	Sole	2022-07-25
2022-03-31	$225,831	2,404	-6.4%	Shares	Sole	2022-05-10
2021-12-31	$243,960	2,568	-4.2%	Shares	Sole	2022-01-27
2021-09-30	$254,037	2,680	-0.1%	Shares	Sole	2021-10-28
2021-06-30	$265,912	2,683	+8.9%	Shares	Sole	2021-07-14
2021-03-31	$218,566	2,463	—	Shares	Sole	2021-04-20
No filing history on record for this holder in this stock.