Sovereign Financial Group, Inc.
Position in PM — Philip Morris International Inc.
CIK 1846175
STAMFORD, CT
Position in PM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$591,394
+$47,095 QoQ
Shares Held
3,269
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,789
of 2,919 holders
Holding Since
Dec 2021
19 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, 2026Sovereign Financial Group, Inc. holds $986,039 across 2 Tobacco names. PM ranks #1 (60.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
3,269 | $591,394 | |
| 2 | MO |
Altria Group, Inc.
|
5,485 | $394,645 |
All Filings in PM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $591,394 | 3,269 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $544,299 | 3,292 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $484,889 | 3,023 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $500,387 | 3,085 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $562,781 | 3,090 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $495,396 | 3,121 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $385,240 | 3,201 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $375,126 | 3,090 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $336,719 | 3,323 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $306,102 | 3,341 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $314,415 | 3,342 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $504,746 | 5,452 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $615,689 | 6,307 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $457,755 | 4,707 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $475,383 | 4,697 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $279,660 | 3,369 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $308,957 | 3,129 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $297,977 | 3,172 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $229,235 | 2,413 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||