Phillips Wealth Planners LLC
Position in PM — Philip Morris International Inc.
CIK 1962628
STARKVILLE, MS
Position in PM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,332,221
+$173,519 QoQ
Shares Held
7,364
+5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#1,238
of 2,919 holders
Holding Since
Dec 2022
15 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, 2026Phillips Wealth Planners LLC holds $2,158,662 across 3 Tobacco names. PM ranks #1 (61.7% of the industry book) .
All Filings in PM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,332,221 | 7,364 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,158,702 | 7,008 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $715,063 | 4,458 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $615,062 | 3,792 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $700,836 | 3,848 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $764,761 | 4,818 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $579,846 | 4,818 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $641,356 | 5,283 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $663,812 | 6,551 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $489,250 | 5,340 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $526,848 | 5,600 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $529,557 | 5,720 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $564,438 | 5,782 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $560,646 | 5,765 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $592,280 | 5,852 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||