Position in PM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$715,499
+$93,160 QoQ
Shares Held
3,955
+5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#1,640
of 2,919 holders
Holding Since
Dec 2025
3 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, 2026XY Planning Network, Inc. holds $1,550,838 across 2 Tobacco names. PM ranks #2 (46.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
11,610 | $835,339 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
3,955 | $715,499 |
All Filings in PM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $715,499 | 3,955 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $622,339 | 3,764 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $469,811 | 2,929 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||