SageView Advisory Group, LLC

Position in PM — Philip Morris International Inc.

CIK 1914558 NEWPORT BEACH, CA

Position in PM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$4,474,989

+$345,458 QoQ

Shares Held

24,736

-1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#722

of 2,919 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

SageView Advisory Group, LLC holds $5,786,853 across 2 Tobacco names. PM ranks #1 (77.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc. This page	24,736	$4,474,989
2	MO	Altria Group, Inc.	18,233	$1,311,864

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,474,989	24,736	-1.0%	Shares	Sole	2026-08-10
2026-03-31	$4,129,531	24,976	-40.8%	Shares	Sole	2026-08-10
2025-12-31	$6,768,078	42,195	-2.4%	Shares	Sole	2026-02-17
2025-09-30	$7,014,663	43,247	+49.7%	Shares	Sole	2025-11-13
2025-06-30	$5,261,371	28,888	+17.4%	Shares	Sole	2025-08-13
2025-03-31	$3,907,138	24,615	+12.2%	Shares	Sole	2025-05-19
2024-12-31	$2,640,358	21,939	+17.4%	Shares	Sole	2025-02-13
2024-09-30	$2,267,873	18,681	-6.4%	Shares	Sole	2024-11-14
2024-06-30	$2,022,952	19,964	-17.7%	Shares	Sole	2024-08-15
2023-12-31	$2,282,380	24,260	+64.7%	Shares	Sole	2024-03-06
2023-09-30	$1,363,887	14,732	-10.8%	Shares	Sole	2023-11-03
2023-06-30	$1,612,584	16,519	-16.1%	Shares	Sole	2023-08-11
2023-03-31	$1,915,630	19,698	+27.2%	Shares	Sole	2023-05-02
2022-12-31	$1,566,933	15,482	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.