Position in PM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$333,055
+$25,688 QoQ
Shares Held
1,841
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#2,216
of 2,919 holders
Holding Since
Sep 2022
9 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, 2026ENZI WEALTH holds $1,122,778 across 2 Tobacco names. PM ranks #2 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
10,976 | $789,723 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
1,841 | $333,055 |
All Filings in PM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,055 | 1,841 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $307,367 | 1,859 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $296,579 | 1,849 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $318,885 | 1,966 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $335,483 | 1,842 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $292,380 | 1,842 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $220,721 | 1,834 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $207,229 | 1,707 | Shares | Sole | 2024-10-15 | |
| 2022-09-30 | $176,147 | 2,122 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||