Position in PM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$495,693
+$94,083 QoQ
Shares Held
2,740
+12.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,925
of 2,919 holders
Holding Since
Mar 2021
8 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026MBL Wealth, LLC holds $1,054,240 across 2 Tobacco names. PM ranks #2 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
7,763 | $558,547 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
2,740 | $495,693 |
All Filings in PM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,693 | 2,740 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $401,610 | 2,429 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $375,015 | 2,338 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $408,744 | 2,520 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $377,919 | 2,075 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $271,428 | 1,710 | Shares | Sole | 2025-05-21 | |
| 2022-03-31 | $213,713 | 2,275 | Shares | Sole | 2022-05-02 | |
| 2021-03-31 | $219,365 | 2,472 | Shares | Defined | 2021-05-27 | |
| No filing history on record for this holder in this stock. | ||||||