WealthPlan Investment Management, LLC
Position in PM — Philip Morris International Inc.
CIK 1929986
OMAHA, NE
Position in PM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,062,845
+$97,260 QoQ
Shares Held
5,875
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,381
of 2,919 holders
Holding Since
Mar 2022
13 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, 2026WealthPlan Investment Management, LLC holds $1,660,461 across 2 Tobacco names. PM ranks #1 (64.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
5,875 | $1,062,845 | |
| 2 | MO |
Altria Group, Inc.
|
8,306 | $597,616 |
All Filings in PM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,062,845 | 5,875 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $965,585 | 5,840 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,142,208 | 7,121 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,637,895 | 10,098 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,711,293 | 9,396 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $558,570 | 3,519 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $391,137 | 3,250 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $445,659 | 3,671 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $348,777 | 3,442 | Shares | Sole | 2024-08-09 | |
| 2023-03-31 | $71,381 | 734 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $254,947 | 2,519 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $214,082 | 2,579 | Shares | Sole | 2022-12-12 | |
| 2022-03-31 | $215,028 | 2,289 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||