SOA Wealth Advisors, LLC.
Position in PM — Philip Morris International Inc.
CIK 1849444
NEW YORK, NY
Position in PM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,598,692
+$6,420,042 QoQ
Shares Held
36,475
+12.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#591
of 2,919 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $6,657,978 across 2 Tobacco names. PM ranks #1 (99.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
36,475 | $6,598,692 | |
| 2 | MO |
Altria Group, Inc.
|
824 | $59,286 |
All Filings in PM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,598,692 | 36,475 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $178,650 | 32,386 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $173,322 | 32,380 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $176,698 | 35,150 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $193,310 | 35,145 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $112,669 | 26,651 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $65,229 | 542 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $85,344 | 703 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $73,666 | 727 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $66,332 | 724 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $67,643 | 719 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $66,009 | 713 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $69,212 | 709 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $68,464 | 704 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $70,847 | 700 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $71,305 | 859 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $84,422 | 855 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $81,352 | 866 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $81,890 | 862 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $81,235 | 857 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $84,540 | 853 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $75,251 | 848 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $70,040 | 846 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||