JOURNEY STRATEGIC WEALTH LLC
Position in PM — Philip Morris International Inc.
CIK 1909316
SUMMIT, NJ
Position in PM
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$4,428,463
+$726,756 QoQ
Shares Held
26,784
+16.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 0%
Shared 47%
None 53%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $5,747,548 across 3 Tobacco names. PM ranks #1 (77.0% of the industry book) .
All Filings in PM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,428,463 | 26,784 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,701,707 | 23,078 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,371,810 | 20,788 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,398,436 | 24,150 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,002,534 | 18,916 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $616,309 | 5,121 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $618,046 | 5,091 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $456,185 | 4,502 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $216,637 | 2,340 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $245,611 | 2,516 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $320,827 | 3,299 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $467,790 | 4,622 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $419,613 | 5,055 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $235,099 | 2,381 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $435,881 | 4,640 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $453,720 | 4,776 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||