Wealth Dimensions Group, Ltd.
Position in PM — Philip Morris International Inc.
CIK 1846462
CINCINNATI, OH
Position in PM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$772,304
+$72,916 QoQ
Shares Held
4,269
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,584
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, 2026Wealth Dimensions Group, Ltd. holds $1,301,568 across 2 Tobacco names. PM ranks #1 (59.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
4,269 | $772,304 | |
| 2 | MO |
Altria Group, Inc.
|
7,356 | $529,264 |
All Filings in PM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $772,304 | 4,269 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $699,388 | 4,230 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $651,705 | 4,063 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $660,802 | 4,074 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $748,372 | 4,109 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $664,919 | 4,189 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $507,756 | 4,219 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $512,793 | 4,224 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $428,017 | 4,224 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $468,269 | 5,111 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $483,853 | 5,143 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $493,729 | 5,333 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $544,426 | 5,577 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $548,684 | 5,642 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $600,377 | 5,932 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $400,440 | 4,824 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $475,334 | 4,814 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $458,896 | 4,885 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $455,620 | 4,796 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $453,759 | 4,787 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $474,439 | 4,787 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $406,961 | 4,586 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $370,402 | 4,474 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||