Quantum Financial Advisors, LLC
Position in PM — Philip Morris International Inc.
CIK 1929139
SANTA MONICA, CA
Position in PM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$527,714
+$56,826 QoQ
Shares Held
2,917
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,864
of 2,919 holders
Holding Since
Sep 2023
7 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, 2026Quantum Financial Advisors, LLC holds $740,542 across 2 Tobacco names. PM ranks #1 (71.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
2,917 | $527,714 | |
| 2 | MO |
Altria Group, Inc.
|
2,958 | $212,828 |
All Filings in PM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,714 | 2,917 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $470,888 | 2,848 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $449,761 | 2,804 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $215,726 | 1,330 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $242,232 | 1,330 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $200,158 | 1,261 | Shares | Sole | 2025-04-09 | |
| 2023-09-30 | $245,059 | 2,647 | Shares | Sole | 2023-11-29 | |
| No filing history on record for this holder in this stock. | ||||||