Position in PM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$795,280
+$38,519 QoQ
Shares Held
4,396
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,567
of 2,919 holders
Holding Since
Jun 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Fiduciary Alliance LLC holds $2,098,510 across 2 Tobacco names. PM ranks #2 (37.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
18,113 | $1,303,230 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
4,396 | $795,280 |
All Filings in PM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $795,280 | 4,396 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $756,761 | 4,577 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $805,689 | 5,023 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $824,949 | 5,086 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $983,319 | 5,399 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $379,523 | 2,391 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $302,559 | 2,514 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $228,960 | 1,886 | Shares | Sole | 2024-10-11 | |
| 2023-06-30 | $54,960 | 563 | Shares | Sole | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||