FIDUCIARY FINANCIAL GROUP, LLC
Position in PM — Philip Morris International Inc.
CIK 1925420
SAN RAFAEL, CA
Position in PM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$316,411
+$50,710 QoQ
Shares Held
1,749
+8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,258
of 2,919 holders
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026FIDUCIARY FINANCIAL GROUP, LLC holds $784,805 across 2 Tobacco names. PM ranks #2 (40.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
6,510 | $468,394 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
1,749 | $316,411 |
All Filings in PM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,411 | 1,749 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $265,701 | 1,607 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $255,356 | 1,592 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $253,032 | 1,560 | Shares | Sole | 2025-10-10 | |
| 2024-09-30 | $327,294 | 2,696 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||