Forum Financial Management, LP

Position in PM — Philip Morris International Inc.

CIK 1911832 LOMBARD, IL

Position in PM

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

Position Value

$1,298,390

+$170,772 QoQ

Shares Held

7,177

+5.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,251

of 2,919 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Forum Financial Management, LP holds $2,335,477 across 2 Tobacco names. PM ranks #1 (55.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc. This page	7,177	$1,298,390
2	MO	Altria Group, Inc.	14,414	$1,037,087

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,298,390	7,177	+5.2%	Shares	Sole	2026-07-23
2026-03-31	$1,127,618	6,820	-51.6%	Shares	Other	2026-04-23
2025-12-31	$2,257,950	14,077	-5.0%	Shares	Sole	2026-01-27
2025-09-30	$2,402,668	14,813	+1.0%	Shares	Other	2025-10-24
2025-06-30	$2,672,210	14,672	+3.1%	Shares	Sole	2025-07-30
2025-03-31	$2,259,520	14,235	+10.7%	Shares	Other	2025-05-02
2024-12-31	$1,547,218	12,856	+21.0%	Shares	Other	2025-02-20
2024-09-30	$1,289,510	10,622	-3.3%	Shares	Other	2024-10-29
2024-06-30	$1,112,703	10,981	+2.4%	Shares	Other	2024-07-30
2024-03-31	$982,623	10,725	-14.9%	Shares	Sole	2024-05-09
2023-12-31	$1,186,160	12,608	-5.0%	Shares	Other	2024-02-07
2023-09-30	$1,228,073	13,265	-3.4%	Shares	Sole	2023-11-06
2023-06-30	$1,340,908	13,736	+6.5%	Shares	Sole	2023-07-26
2023-03-31	$1,254,525	12,900	-0.7%	Shares	Sole	2023-04-19
2022-12-31	$1,315,122	12,994	-4.2%	Shares	Sole	2023-01-24
2022-09-30	$1,125,864	13,563	-2.5%	Shares	Sole	2022-11-07
2022-06-30	$1,373,967	13,915	+8.9%	Shares	Sole	2022-08-15
2022-03-31	$1,200,835	12,783	+1.8%	Shares	Sole	2022-05-16
2021-12-31	$1,193,295	12,561	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.