Smallwood Wealth Investment Management, LLC

Position in PM — Philip Morris International Inc.

CIK 1921304 RED BANK, NJ

Position in PM

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

Position Value

$2,861,091

+$231,524 QoQ

Shares Held

15,815

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

4.64%

of 13F equity value

Holder Rank

#879

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

Smallwood Wealth Investment Management, LLC holds $3,250,359 across 3 Tobacco names. PM ranks #1 (88.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	15,815	$2,861,091
2	MO	Altria Group, Inc.	5,410	$389,249
3	GNLN	Greenlane Holdings, Inc.	8	$19

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,861,091	15,815	-0.6%	Shares	Sole	2026-07-23
2026-03-31	$2,629,567	15,904	-0.0%	Shares	Sole	2026-04-22
2025-12-31	$2,551,322	15,906	-0.3%	Shares	Sole	2026-01-23
2025-09-30	$2,588,712	15,960	-0.1%	Shares	Sole	2025-10-17
2025-06-30	$2,909,162	15,973	+0.0%	Shares	Sole	2025-10-03
2025-03-31	$2,534,441	15,967	+0.1%	Shares	Sole	2025-04-25
2024-12-31	$1,920,665	15,959	+0.0%	Shares	Sole	2025-01-17
2024-09-30	$1,936,572	15,952	+0.1%	Shares	Sole	2024-10-16
2024-06-30	$1,615,605	15,944	-8.9%	Shares	Sole	2024-07-26
2024-03-31	$1,602,891	17,495	+0.6%	Shares	Sole	2024-04-25
2023-12-31	$1,635,768	17,387	+0.0%	Shares	Sole	2024-01-23
2023-09-30	$1,609,040	17,380	+0.1%	Shares	Sole	2023-10-31
2023-06-30	$1,694,292	17,356	-0.2%	Shares	Sole	2023-07-17
2023-03-31	$1,691,469	17,393	-5.5%	Shares	Sole	2023-04-25
2022-12-31	$1,863,377	18,411	+0.1%	Shares	Sole	2023-02-14
2022-09-30	$1,526,138	18,385	+0.3%	Shares	Sole	2022-11-14
2022-06-30	$1,810,101	18,332	+0.3%	Shares	Sole	2022-08-08
2022-03-31	$1,716,471	18,272	0.0%	Shares	Sole	2022-04-21
2021-12-31	$1,735,840	18,272	—	Shares	Sole	2022-04-05
No filing history on record for this holder in this stock.