AXXCESS WEALTH MANAGEMENT, LLC

Position in PM — Philip Morris International Inc.

CIK 1911056 CARLSBAD, CA

Position in PM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,938,300

+$1,230,386 QoQ

Shares Held

27,297

+21.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#684

of 2,919 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Consumer Defensive · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $7,200,983 across 2 Tobacco names. PM ranks #1 (68.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc. This page	27,297	$4,938,300
2	MO	Altria Group, Inc.	31,448	$2,262,683

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,938,300	27,297	+21.7%	Shares	Sole	2026-07-28
2026-03-31	$3,707,914	22,426	-31.7%	Shares	Sole	2026-04-29
2025-12-31	$5,262,884	32,811	+3.8%	Shares	Sole	2026-02-19
2025-09-30	$5,129,575	31,625	-3.6%	Shares	Sole	2025-11-07
2025-06-30	$5,976,960	32,817	-4.3%	Shares	Sole	2025-07-28
2025-03-31	$5,440,629	34,276	-2.4%	Shares	Sole	2025-04-30
2024-12-31	$4,225,368	35,109	-13.0%	Shares	Sole	2025-02-10
2024-09-30	$4,901,767	40,377	+16.9%	Shares	Sole	2024-11-04
2024-06-30	$3,499,026	34,531	+0.4%	Shares	Sole	2024-08-09
2024-03-31	$3,150,811	34,390	+25.4%	Shares	Sole	2024-05-14
2023-12-31	$2,579,297	27,416	-1.5%	Shares	Sole	2024-02-06
2023-09-30	$2,577,334	27,839	+59.7%	Shares	Sole	2023-11-14
2023-06-30	$1,701,711	17,432	-37.5%	Shares	Sole	2023-08-08
2023-03-31	$2,713,469	27,902	+12.4%	Shares	Sole	2023-05-03
2022-12-31	$2,511,728	24,817	+69.7%	Shares	Sole	2023-02-16
2022-09-30	$1,213,606	14,620	+69.8%	Shares	Sole	2022-11-14
2022-06-30	$850,348	8,612	-38.5%	Shares	Sole	2022-08-11
2022-03-31	$1,314,878	13,997	-0.3%	Shares	Sole	2022-08-11
2021-12-31	$1,333,420	14,036	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.