COTTONWOOD CAPITAL ADVISORS, LLC

Position in PM — Philip Morris International Inc.

CIK 1903321 SALT LAKE CITY, UT

Position in PM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$259,063

+$23,454 QoQ

Shares Held

1,432

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.65%

of 13F equity value

Holder Rank

#2,428

of 2,919 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

COTTONWOOD CAPITAL ADVISORS, LLC holds $533,552 across 2 Tobacco names. PM ranks #2 (48.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MO	Altria Group, Inc.	3,815	$274,489
2	PM	Philip Morris International Inc. This page	1,432	$259,063

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$259,063	1,432	+0.5%	Shares	Sole	2026-07-23
2026-03-31	$235,609	1,425	+0.5%	Shares	Sole	2026-04-17
2025-12-31	$227,447	1,418	+0.5%	Shares	Sole	2026-01-14
2025-09-30	$228,864	1,411	-48.0%	Shares	Sole	2025-10-22
2025-06-30	$493,754	2,711	+0.3%	Shares	Sole	2025-07-29
2025-03-31	$429,205	2,704	-12.8%	Shares	Sole	2025-04-23
2024-12-31	$373,085	3,100	+12.3%	Shares	Sole	2025-01-21
2024-09-30	$335,185	2,761	-1.6%	Shares	Sole	2024-11-04
2024-06-30	$284,331	2,806	-15.5%	Shares	Sole	2024-07-16
2024-03-31	$304,361	3,322	-0.3%	Shares	Sole	2024-04-26
2023-12-31	$313,568	3,333	+18.2%	Shares	Sole	2024-02-09
2023-09-30	$260,983	2,819	+22.6%	Shares	Sole	2023-11-06
2023-06-30	$224,428	2,299	+2.1%	Shares	Sole	2023-08-04
2023-03-31	$218,909	2,251	-0.4%	Shares	Sole	2023-05-05
2022-12-31	$228,835	2,261	-0.1%	Shares	Sole	2023-02-06
2022-06-30	$223,547	2,264	0.0%	Shares	Sole	2022-07-27
2022-03-31	$212,680	2,264	-4.6%	Shares	Sole	2022-04-18
2021-12-31	$225,340	2,372	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.