Heritage Wealth Management, Inc.
Position in PM — Philip Morris International Inc.
CIK 1944755
CINCINNATI, OH
Position in PM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,204,207
+$252,300 QoQ
Shares Held
12,184
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#980
of 2,919 holders
Holding Since
Jun 2024
8 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, 2026Heritage Wealth Management, Inc. holds $2,772,108 across 2 Tobacco names. PM ranks #1 (79.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
12,184 | $2,204,207 | |
| 2 | MO |
Altria Group, Inc.
|
7,893 | $567,901 |
All Filings in PM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,204,207 | 12,184 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $1,951,907 | 12,169 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,973,325 | 12,166 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,215,247 | 12,163 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,933,013 | 12,178 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,465,020 | 12,173 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,477,316 | 12,169 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,232,679 | 12,165 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||