Plan Group Financial, LLC

Position in PM — Philip Morris International Inc.

CIK 1940033 OKLAHOMA CITY, OK

Position in PM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$4,285,034

+$519,085 QoQ

Shares Held

23,686

+4.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.10%

of 13F equity value

Holder Rank

#738

of 2,919 holders

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Plan Group Financial, LLC holds $9,371,061 across 3 Tobacco names. PM ranks #1 (45.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	23,686	$4,285,034
2	MO	Altria Group, Inc.	56,096	$4,036,107
3	BTI	British American Tobacco p.l.c.	17,000	$1,049,920

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,285,034	23,686	+4.0%	Shares	Sole	2026-08-03
2026-03-31	$3,765,949	22,777	+4.1%	Shares	Sole	2026-04-13
2025-12-31	$3,508,268	21,872	-0.3%	Shares	Sole	2026-02-03
2025-09-30	$3,557,857	21,935	+8.3%	Shares	Sole	2025-10-27
2025-06-30	$3,690,135	20,261	+10.0%	Shares	Sole	2025-08-13
2025-03-31	$2,923,647	18,419	+45.0%	Shares	Sole	2025-05-09
2024-12-31	$1,528,926	12,704	+8.3%	Shares	Sole	2025-01-31
2024-09-30	$1,423,536	11,726	+20.9%	Shares	Sole	2024-10-22
2024-06-30	$982,698	9,698	+91.1%	Shares	Sole	2024-08-05
2024-03-31	$464,971	5,075	+71.8%	Shares	Sole	2024-04-26
2023-12-31	$277,912	2,954	+7.5%	Shares	Sole	2024-01-29
2023-09-30	$254,409	2,748	+34.0%	Shares	Sole	2023-11-13
2022-06-30	$202,417	2,050	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.