Position in PM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,141,903
+$56,281 QoQ
Shares Held
6,312
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#1,335
of 2,919 holders
Holding Since
Jun 2022
16 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, 2026Opal Wealth Advisors, LLC holds $1,678,290 across 2 Tobacco names. PM ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
6,312 | $1,141,903 | |
| 2 | MO |
Altria Group, Inc.
|
7,455 | $536,387 |
All Filings in PM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,141,903 | 6,312 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,085,622 | 6,566 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,108,043 | 6,908 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,292,896 | 7,971 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,342,298 | 7,370 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $794,761 | 5,007 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $590,918 | 4,910 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $539,380 | 4,443 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $232,147 | 2,291 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $246,457 | 2,690 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $334,454 | 3,555 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $327,177 | 3,534 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $317,069 | 3,248 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $315,284 | 3,242 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $232,276 | 2,295 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $223,152 | 2,260 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||