Fee-Only Financial Planning, L.C.

Position in PM — Philip Morris International Inc.

CIK 1954044 OKATIE, SC

Position in PM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,386,856

+$119,360 QoQ

Shares Held

7,666

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

11.85%

of 13F equity value

Holder Rank

#1,218

of 2,919 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Fee-Only Financial Planning, L.C. holds $2,128,156 across 2 Tobacco names. PM ranks #1 (65.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc. This page	7,666	$1,386,856
2	MO	Altria Group, Inc.	10,303	$741,300

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,386,856	7,666	0.0%	Shares	Sole	2026-07-29
2026-03-31	$1,267,496	7,666	-0.8%	Shares	Sole	2026-04-29
2025-12-31	$1,239,250	7,726	0.0%	Shares	Sole	2026-01-26
2025-09-30	$1,253,157	7,726	-1.9%	Shares	Sole	2025-10-27
2025-06-30	$1,434,455	7,876	0.0%	Shares	Sole	2025-07-17
2025-03-31	$1,250,157	7,876	-11.3%	Shares	Sole	2025-05-02
2024-12-31	$1,068,226	8,876	0.0%	Shares	Sole	2025-02-05
2024-09-30	$1,077,546	8,876	-1.9%	Shares	Sole	2024-11-04
2024-06-30	$917,239	9,052	0.0%	Shares	Sole	2024-08-05
2024-03-31	$829,344	9,052	-3.2%	Shares	Sole	2024-04-25
2023-12-31	$879,836	9,352	0.0%	Shares	Sole	2024-02-06
2023-09-30	$865,808	9,352	0.0%	Shares	Sole	2024-04-23
2023-06-30	$912,942	9,352	0.0%	Shares	Sole	2024-04-23
2023-03-31	$909,482	9,352	0.0%	Shares	Sole	2024-04-23
2022-12-31	$946,515	9,352	—	Shares	Sole	2023-02-03
No filing history on record for this holder in this stock.