Everhart Financial Group, Inc.

Position in PM — Philip Morris International Inc.

CIK 1852858 Dublin, OH

Position in PM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,803,019

+$355,987 QoQ

Shares Held

15,494

+4.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#886

of 2,919 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $3,354,587 across 2 Tobacco names. PM ranks #1 (83.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc. This page	15,494	$2,803,019
2	MO	Altria Group, Inc.	7,666	$551,568

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,803,019	15,494	+4.7%	Shares	Sole	2026-07-09
2026-03-31	$2,447,032	14,800	+4.9%	Shares	Sole	2026-04-09
2025-12-31	$2,263,404	14,111	+1.5%	Shares	Sole	2026-01-07
2025-09-30	$2,254,742	13,901	+3.1%	Shares	Sole	2025-11-04
2025-06-30	$2,456,751	13,489	+10.2%	Shares	Sole	2025-08-07
2025-03-31	$1,942,379	12,237	+6.7%	Shares	Sole	2025-04-16
2024-12-31	$1,380,294	11,469	+8.8%	Shares	Sole	2025-01-30
2024-09-30	$1,279,677	10,541	+41.6%	Shares	Sole	2024-11-04
2024-06-30	$754,401	7,445	+23.8%	Shares	Sole	2024-07-24
2024-03-31	$551,185	6,016	+70.8%	Shares	Sole	2024-05-13
2023-12-31	$331,349	3,522	-34.4%	Shares	Sole	2024-01-12
2023-09-30	$497,062	5,369	+7.3%	Shares	Sole	2023-10-25
2023-06-30	$488,392	5,003	+6.9%	Shares	Sole	2023-07-13
2023-03-31	$455,324	4,682	+57.9%	Shares	Sole	2023-04-25
2022-12-31	$300,087	2,965	-31.0%	Shares	Sole	2023-02-09
2022-09-30	$356,693	4,297	-15.5%	Shares	Sole	2022-10-12
2022-06-30	$502,389	5,088	+94.9%	Shares	Sole	2022-07-12
2022-03-31	$245,277	2,611	—	Shares	Sole	2022-04-18
No filing history on record for this holder in this stock.