Position in PM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$881,574
+$141,513 QoQ
Shares Held
4,873
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,502
of 2,919 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Bison Wealth, LLC holds $2,539,517 across 2 Tobacco names. PM ranks #2 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
23,043 | $1,657,943 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
4,873 | $881,574 |
All Filings in PM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $881,574 | 4,873 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $740,061 | 4,476 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $736,556 | 4,592 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $1,159,892 | 7,151 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,453,579 | 7,981 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $904,602 | 5,699 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $263,325 | 2,188 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||