HB Wealth Management, LLC

Position in PM — Philip Morris International Inc.

CIK 1911253 Atlanta, GA

Position in PM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$18,907,265

+$1,884,190 QoQ

Shares Held

104,512

+1.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#352

of 2,919 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

HB Wealth Management, LLC holds $29,231,544 across 3 Tobacco names. PM ranks #1 (64.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	104,512	$18,907,265
2	MO	Altria Group, Inc.	124,567	$8,962,595
3	BTI	British American Tobacco p.l.c.	22,048	$1,361,684

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,907,265	104,512	+1.5%	Shares	Sole	2026-07-29
2026-03-31	$17,023,075	102,958	+8.0%	Shares	Sole	2026-04-27
2025-12-31	$15,287,563	95,309	+0.3%	Shares	Sole	2026-01-28
2025-09-30	$15,415,488	95,040	+16.1%	Shares	Sole	2025-10-23
2025-06-30	$14,908,251	81,855	-11.0%	Shares	Sole	2025-07-17
2025-03-31	$14,596,969	91,961	+40.2%	Shares	Sole	2025-05-07
2024-12-31	$7,896,524	65,613	+22.0%	Shares	Sole	2025-01-15
2024-09-30	$6,527,313	53,767	+22.6%	Shares	Sole	2024-10-15
2024-06-30	$4,444,941	43,866	+23.4%	Shares	Sole	2024-07-26
2024-03-31	$3,257,732	35,557	-1.8%	Shares	Sole	2024-04-30
2023-12-31	$3,406,354	36,207	-6.1%	Shares	Sole	2024-01-16
2023-09-30	$3,570,810	38,570	+16.6%	Shares	Sole	2023-10-13
2023-06-30	$3,228,879	33,076	+16.8%	Shares	Sole	2023-07-13
2023-03-31	$2,752,855	28,307	+6.0%	Shares	Sole	2023-04-13
2022-12-31	$2,702,711	26,704	+11.9%	Shares	Sole	2023-01-20
2022-09-30	$1,981,448	23,870	-2.0%	Shares	Sole	2022-10-19
2022-06-30	$2,405,108	24,358	+51.3%	Shares	Sole	2022-07-15
2022-03-31	$1,512,434	16,100	+46.2%	Shares	Sole	2022-05-16
2021-12-31	$1,046,330	11,014	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.