Morton Brown Family Wealth, LLC
Position in PM — Philip Morris International Inc.
CIK 1909851
ALLENTOWN, PA
Position in PM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$14,291
+$3,214 QoQ
Shares Held
79
+17.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,853
of 2,919 holders
Holding Since
Jun 2022
12 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, 2026Morton Brown Family Wealth, LLC holds $18,608 across 2 Tobacco names. PM ranks #1 (76.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
79 | $14,291 | |
| 2 | MO |
Altria Group, Inc.
|
60 | $4,317 |
All Filings in PM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,291 | 79 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $11,077 | 67 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $10,746 | 67 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $10,867 | 67 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $12,202 | 67 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $10,634 | 67 | Shares | Sole | 2025-04-25 | |
| 2024-09-30 | $607 | 5 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $506 | 5 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $458 | 5 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $6,679 | 71 | Shares | Sole | 2024-01-29 | |
| 2022-09-30 | $7,387 | 89 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $8,491 | 86 | Shares | Sole | 2022-07-21 | |
| No filing history on record for this holder in this stock. | ||||||