Investmark Advisory Group LLC
Position in PM — Philip Morris International Inc.
CIK 1926349
Shelton, CT
Position in PM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,717,801
+$579,578 QoQ
Shares Held
42,661
-1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
6.36%
of 13F equity value
Holder Rank
#542
of 2,919 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Investmark Advisory Group LLC holds $13,553,161 across 2 Tobacco names. PM ranks #1 (56.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
42,661 | $7,717,801 | |
| 2 | MO |
Altria Group, Inc.
|
81,103 | $5,835,360 |
All Filings in PM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,717,801 | 42,661 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,138,223 | 43,173 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,147,103 | 44,558 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $7,332,575 | 45,207 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $8,378,344 | 46,002 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,616,182 | 47,982 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,859,600 | 48,688 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $5,889,478 | 48,513 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,244,282 | 32,017 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,938,803 | 32,076 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $3,067,196 | 32,602 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,027,551 | 32,702 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,156,249 | 32,332 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,095,370 | 31,829 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,155,525 | 31,178 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,505,324 | 30,181 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,878,764 | 29,155 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,681,705 | 28,547 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,634,160 | 27,728 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||