Safeguard Investment Advisory Group, LLC
Position in PM — Philip Morris International Inc.
CIK 1846711
Corona, CA
Position in PM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$252,912
+$44,584 QoQ
Shares Held
1,398
+11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,459
of 2,919 holders
Holding Since
Dec 2020
5 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, 2026Safeguard Investment Advisory Group, LLC holds $1,130,845 across 2 Tobacco names. PM ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
12,202 | $877,933 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
1,398 | $252,912 |
All Filings in PM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,912 | 1,398 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $208,328 | 1,260 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $205,312 | 1,280 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $202,750 | 1,250 | Shares | Sole | 2025-11-13 | |
| 2020-12-31 | $84,445 | 1,020 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||