NewEdge Wealth, LLC

Position in PM — Philip Morris International Inc.

CIK 1861796 STAMFORD, CT

Position in PM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$10,960,432

+$894,037 QoQ

Shares Held

60,585

-0.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#460

of 2,919 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Consumer Defensive · as of Jun 30, 2026

NewEdge Wealth, LLC holds $20,250,722 across 3 Tobacco names. PM ranks #1 (54.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	60,585	$10,960,432
2	BTI	British American Tobacco p.l.c.	80,822	$4,991,566
3	MO	Altria Group, Inc.	59,746	$4,298,724

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,960,432	60,585	-0.5%	Shares	Sole	2026-08-10
2026-03-31	$10,066,395	60,883	-8.6%	Shares	Sole	2026-05-13
2025-12-31	$10,688,574	66,637	+16.6%	Shares	Sole	2026-02-03
2025-09-30	$9,268,432	57,142	+12.7%	Shares	Sole	2025-11-07
2025-06-30	$9,234,537	50,703	-17.5%	Shares	Sole	2025-08-11
2025-03-31	$9,750,625	61,429	+2.9%	Shares	Sole	2025-05-09
2024-12-31	$7,185,978	59,709	+0.9%	Shares	Sole	2025-02-05
2024-09-30	$7,180,810	59,150	+11.6%	Shares	Sole	2024-11-12
2024-06-30	$5,372,820	53,023	-1.2%	Shares	Sole	2024-08-02
2024-03-31	$4,917,428	53,672	+5.5%	Shares	Sole	2024-05-06
2023-12-31	$4,785,379	50,865	+69.9%	Shares	Sole	2024-01-29
2023-09-30	$2,772,493	29,947	-0.3%	Shares	Sole	2023-11-08
2023-06-30	$2,932,504	30,040	-3.8%	Shares	Sole	2023-08-09
2023-03-31	$3,035,561	31,214	+8.6%	Shares	Sole	2023-05-08
2022-12-31	$2,907,662	28,729	+1.6%	Shares	Sole	2023-02-14
2022-09-30	$2,347,854	28,284	-13.7%	Shares	Sole	2022-11-14
2022-06-30	$3,234,327	32,756	+822.4%	Shares	Sole	2022-08-09
2022-03-31	$333,580	3,551	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.