Position in PM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,268,139
+$1,151,126 QoQ
Shares Held
18,065
+41.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#824
of 2,919 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Simplicity Wealth,LLC holds $6,796,906 across 3 Tobacco names. PM ranks #2 (48.1% of the industry book) .
All Filings in PM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,268,139 | 18,065 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,117,013 | 12,804 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,582,666 | 9,867 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,593,615 | 9,825 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,486,074 | 13,650 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $629,840 | 3,968 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $522,319 | 4,340 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $755,229 | 6,221 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $9,684,716 | 95,576 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $7,339,586 | 80,109 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||