Highland Financial Advisors, LLC
Position in PM — Philip Morris International Inc.
CIK 1939237
WAYNE, NJ
Position in PM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,952,380
+$106,029 QoQ
Shares Held
10,792
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
7.45%
of 13F equity value
Holder Rank
#1,033
of 2,919 holders
Holding Since
Mar 2026
2 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, 2026Highland Financial Advisors, LLC holds $2,991,122 across 2 Tobacco names. PM ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
10,792 | $1,952,380 | |
| 2 | MO |
Altria Group, Inc.
|
14,437 | $1,038,742 |
All Filings in PM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,952,380 | 10,792 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,846,351 | 11,167 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||