Position in PM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$737,208
+$63,448 QoQ
Shares Held
4,075
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#1,624
of 2,919 holders
Holding Since
Jun 2022
17 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, 2026Axim Planning & Wealth holds $1,404,472 across 2 Tobacco names. PM ranks #1 (52.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
4,075 | $737,208 | |
| 2 | MO |
Altria Group, Inc.
|
9,274 | $667,264 |
All Filings in PM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $737,208 | 4,075 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $673,760 | 4,075 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $653,630 | 4,075 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $660,965 | 4,075 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $742,179 | 4,075 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $646,824 | 4,075 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $490,546 | 4,076 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $494,826 | 4,076 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $413,021 | 4,076 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $373,443 | 4,076 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $383,470 | 4,076 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $388,095 | 4,192 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $397,899 | 4,076 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $396,391 | 4,076 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $412,531 | 4,076 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $83 | 1 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $197 | 2 | Shares | Sole | 2022-10-13 | |
| No filing history on record for this holder in this stock. | ||||||