Position in PM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$83,218
+$7,162 QoQ
Shares Held
460
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,725
of 2,919 holders
Holding Since
Jun 2024
8 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, 2026Olistico Wealth, LLC holds $122,142 across 2 Tobacco names. PM ranks #1 (68.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
460 | $83,218 | |
| 2 | MO |
Altria Group, Inc.
|
541 | $38,924 |
All Filings in PM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,218 | 460 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $76,056 | 460 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $89,824 | 560 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $114,559 | 629 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $53,650 | 338 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $40,678 | 338 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $40,911 | 337 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $34,148 | 337 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||