Bell Investment Advisors, Inc

Position in PM — Philip Morris International Inc.

CIK 1890149 ORINDA, CA

Position in PM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$57,529

-$6,953 QoQ

Shares Held

318

-18.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,765

of 2,919 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Bell Investment Advisors, Inc holds $175,773 across 4 Tobacco names. PM ranks #2 (32.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	1,408	$101,305
2	PM	Philip Morris International Inc. This page	318	$57,529
3	BTI	British American Tobacco p.l.c.	265	$16,366
4	UVV	Universal Corp /Va/	11	$573

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$57,529	318	-18.5%	Shares	Sole	2026-08-07
2026-03-31	$64,482	390	+1.6%	Shares	Sole	2026-04-17
2025-12-31	$61,593	384	+52.4%	Shares	Sole	2026-02-24
2025-09-30	$40,874	252	-29.6%	Shares	Sole	2025-11-21
2025-06-30	$65,202	358	+39.8%	Shares	Sole	2025-08-11
2025-03-31	$40,634	256	+2.0%	Shares	Sole	2025-05-16
2024-12-31	$30,207	251	-7.7%	Shares	Sole	2025-02-07
2024-09-30	$33,020	272	+7.5%	Shares	Sole	2024-11-13
2024-06-30	$25,636	253	-22.6%	Shares	Sole	2024-08-08
2024-03-31	$29,959	327	-13.3%	Shares	Sole	2024-05-08
2023-12-31	$35,468	377	+6.5%	Shares	Sole	2024-02-14
2023-09-30	$32,773	354	+11.7%	Shares	Sole	2023-11-08
2023-06-30	$30,945	317	-75.0%	Shares	Sole	2023-08-09
2023-03-31	$123,507	1,270	+5.4%	Shares	Sole	2023-05-10
2022-12-31	$121,958	1,205	-3.9%	Shares	Sole	2023-02-09
2022-09-30	$104,094	1,254	+329.5%	Shares	Sole	2022-11-09
2022-06-30	$28,832	292	+98.6%	Shares	Sole	2022-08-12
2021-12-31	$13,965	147	-45.8%	Shares	Sole	2022-02-14
2021-09-30	$25,688	271	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.