Herold Advisors, Inc.

Position in PM — Philip Morris International Inc.

CIK 1891713 New York, NY

Position in PM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$937,475

+$96,226 QoQ

Shares Held

5,182

+1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,464

of 2,919 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Herold Advisors, Inc. holds $1,636,613 across 2 Tobacco names. PM ranks #1 (57.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc. This page	5,182	$937,475
2	MO	Altria Group, Inc.	9,717	$699,138

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$937,475	5,182	+1.8%	Shares	Sole	2026-07-22
2026-03-31	$841,249	5,088	-9.6%	Shares	Sole	2026-05-15
2025-12-31	$902,731	5,628	-11.2%	Shares	Sole	2026-02-17
2025-09-30	$1,027,699	6,336	-21.4%	Shares	Sole	2025-11-13
2025-06-30	$1,468,149	8,061	+8.4%	Shares	Sole	2025-08-14
2025-03-31	$1,180,792	7,439	-5.7%	Shares	Sole	2025-05-13
2024-12-31	$949,080	7,886	+1.4%	Shares	Sole	2025-02-14
2024-09-30	$944,370	7,779	0.0%	Shares	Sole	2024-11-14
2024-06-30	$788,246	7,779	-2.4%	Shares	Sole	2024-07-24
2024-03-31	$730,119	7,969	-6.3%	Shares	Sole	2024-05-10
2023-12-31	$799,868	8,502	-7.1%	Shares	Sole	2024-02-02
2023-09-30	$847,292	9,152	+66.9%	Shares	Sole	2023-11-08
2023-06-30	$535,348	5,484	+8.6%	Shares	Sole	2023-07-17
2023-03-31	$491,112	5,050	+2.1%	Shares	Sole	2023-04-19
2022-12-31	$500,685	4,947	+26.9%	Shares	Sole	2023-02-14
2022-09-30	$323,489	3,897	0.0%	Shares	Sole	2022-11-08
2022-06-30	$384,789	3,897	0.0%	Shares	Sole	2022-07-15
2022-03-31	$366,084	3,897	0.0%	Shares	Sole	2022-05-09
2021-12-31	$370,215	3,897	0.0%	Shares	Sole	2022-01-20
2021-09-30	$369,396	3,897	—	Shares	Sole	2021-11-03
No filing history on record for this holder in this stock.