Richard W. Paul & Associates, LLC

Position in PM — Philip Morris International Inc.

CIK 1964203 NOVI, MI

Position in PM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,016,603

+$191,581 QoQ

Shares Held

11,147

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.66%

of 13F equity value

Holder Rank

#1,019

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

Richard W. Paul & Associates, LLC holds $3,421,518 across 3 Tobacco names. PM ranks #1 (58.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	11,147	$2,016,603
2	MO	Altria Group, Inc.	19,140	$1,377,123
3	BTI	British American Tobacco p.l.c.	450	$27,792

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,016,603	11,147	+1.0%	Shares	Sole	2026-08-10
2026-03-31	$1,825,022	11,038	+16.5%	Shares	Sole	2026-05-13
2025-12-31	$1,519,308	9,472	+18.8%	Shares	Sole	2026-02-12
2025-09-30	$1,293,382	7,974	+7.6%	Shares	Sole	2025-11-13
2025-06-30	$1,349,947	7,412	-25.4%	Shares	Sole	2025-08-12
2025-03-31	$1,577,300	9,937	-4.1%	Shares	Sole	2025-05-12
2024-12-31	$1,246,946	10,361	-3.8%	Shares	Sole	2025-02-05
2024-09-30	$1,308,085	10,775	-2.6%	Shares	Sole	2024-10-17
2024-06-30	$1,120,507	11,058	+2.3%	Shares	Sole	2024-07-23
2024-03-31	$990,228	10,808	+7.8%	Shares	Sole	2024-05-14
2023-12-31	$942,869	10,022	+0.5%	Shares	Sole	2024-01-23
2023-09-30	$923,020	9,970	+14.1%	Shares	Sole	2023-10-12
2023-06-30	$853,196	8,740	+6.7%	Shares	Sole	2023-07-25
2023-03-31	$796,281	8,188	-23.5%	Shares	Sole	2023-04-24
2022-12-31	$1,082,742	10,698	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.