Whalen Wealth Management Inc.
Position in PM — Philip Morris International Inc.
CIK 1894447
LAS VEGAS, NV
Position in PM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,389,931
+$449,974 QoQ
Shares Held
7,683
+35.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,216
of 2,919 holders
Holding Since
Jun 2024
8 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, 2026Whalen Wealth Management Inc. holds $1,742,126 across 2 Tobacco names. PM ranks #1 (79.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
7,683 | $1,389,931 | |
| 2 | MO |
Altria Group, Inc.
|
4,895 | $352,195 |
All Filings in PM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,389,931 | 7,683 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $939,957 | 5,685 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $863,112 | 5,381 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $918,376 | 5,662 | Shares | Sole | 2025-10-09 | |
| 2025-03-31 | $240,793 | 1,517 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $309,901 | 2,575 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $312,483 | 2,574 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $328,106 | 3,238 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||