Position in PM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$779,722
+$61,816 QoQ
Shares Held
4,310
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,580
of 2,919 holders
Holding Since
Sep 2022
16 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, 2026Balboa Wealth Partners holds $1,202,859 across 2 Tobacco names. PM ranks #1 (64.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
4,310 | $779,722 | |
| 2 | MO |
Altria Group, Inc.
|
5,881 | $423,137 |
All Filings in PM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $779,722 | 4,310 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $717,906 | 4,342 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $702,231 | 4,378 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $679,780 | 4,191 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $789,351 | 4,334 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $585,396 | 3,688 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $446,739 | 3,712 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $441,653 | 3,638 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $344,319 | 3,398 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $215,215 | 2,349 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $226,544 | 2,408 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $228,209 | 2,465 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $239,364 | 2,452 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $263,742 | 2,712 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $263,044 | 2,599 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $212,422 | 2,559 | Shares | Sole | 2023-01-04 | |
| No filing history on record for this holder in this stock. | ||||||