Forza Wealth Management, LLC
Position in PM — Philip Morris International Inc.
CIK 1963030
SARASOTA, FL
Position in PM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$292,893
+$25,208 QoQ
Shares Held
1,619
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,324
of 2,919 holders
Holding Since
Sep 2024
8 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, 2026Forza Wealth Management, LLC holds $760,136 across 2 Tobacco names. PM ranks #2 (38.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
6,494 | $467,243 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
1,619 | $292,893 |
All Filings in PM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,893 | 1,619 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $267,685 | 1,619 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $259,687 | 1,619 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $262,601 | 1,619 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $294,868 | 1,619 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $268,094 | 1,689 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $203,271 | 1,689 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $205,044 | 1,689 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||