SAX WEALTH ADVISORS, LLC
Position in PM — Philip Morris International Inc.
CIK 1846150
PARSIPPANY, NJ
Position in PM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,133,652
+$531,177 QoQ
Shares Held
11,794
+21.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#990
of 2,919 holders
Holding Since
Dec 2020
23 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, 2026SAX WEALTH ADVISORS, LLC holds $2,669,247 across 2 Tobacco names. PM ranks #1 (79.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
11,794 | $2,133,652 | |
| 2 | MO |
Altria Group, Inc.
|
7,444 | $535,595 |
All Filings in PM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,133,652 | 11,794 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,602,475 | 9,692 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,603,037 | 9,994 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,556,795 | 9,598 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,663,939 | 9,136 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,406,030 | 8,858 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $704,769 | 5,856 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $724,879 | 5,971 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $583,559 | 5,759 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $525,165 | 5,732 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $529,858 | 5,632 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $598,251 | 6,462 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $664,987 | 6,812 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $662,467 | 6,812 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $689,442 | 6,812 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $565,464 | 6,812 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $672,616 | 6,812 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $639,919 | 6,812 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $700,340 | 7,372 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $310,532 | 3,276 | Shares | Sole | 2021-12-10 | |
| 2021-06-30 | $324,684 | 3,276 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $290,712 | 3,276 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $264,596 | 3,196 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||