SAGE PRIVATE WEALTH GROUP, LLC

Position in PM — Philip Morris International Inc.

CIK 1845635 OAKBROOK TERRACE, IL

Position in PM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$242,419

+$24,005 QoQ

Shares Held

1,340

+1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,483

of 2,919 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

SAGE PRIVATE WEALTH GROUP, LLC holds $621,163 across 2 Tobacco names. PM ranks #2 (39.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MO	Altria Group, Inc.	5,264	$378,744
2	PM	Philip Morris International Inc. This page	1,340	$242,419

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$242,419	1,340	+1.4%	Shares	Sole	2026-08-06
2026-03-31	$218,414	1,321	+0.8%	Shares	Sole	2026-05-01
2025-12-31	$210,124	1,310	+1.0%	Shares	Sole	2026-01-28
2025-09-30	$210,373	1,297	+0.8%	Shares	Sole	2025-10-27
2025-06-30	$234,401	1,287	+0.9%	Shares	Sole	2025-07-29
2025-03-31	$202,539	1,276	+13.8%	Shares	Sole	2025-05-02
2022-09-30	$93,054	1,121	+1.4%	Shares	Sole	2022-11-08
2022-06-30	$109,206	1,106	+1.3%	Shares	Sole	2022-08-01
2022-03-31	$102,582	1,092	+1.3%	Shares	Sole	2022-05-13
2021-12-31	$102,410	1,078	+1.2%	Shares	Sole	2022-01-24
2021-09-30	$100,951	1,065	+1.2%	Shares	Sole	2021-11-02
2021-06-30	$104,263	1,052	+1.3%	Shares	Sole	2021-08-16
2021-03-31	$92,112	1,038	+1.5%	Shares	Sole	2021-05-18
2020-12-31	$84,694	1,023	—	Shares	Sole	2021-03-02
No filing history on record for this holder in this stock.