LEGACY FINANCIAL GROUP, INC.

Position in PM — Philip Morris International Inc.

CIK 1965579 TULSA, OK

Position in PM

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$426,585

+$31,754 QoQ

Shares Held

2,358

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#2,045

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

LEGACY FINANCIAL GROUP, INC. holds $638,981 across 2 Tobacco names. PM ranks #1 (66.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc. This page	2,358	$426,585
2	MO	Altria Group, Inc.	2,952	$212,396

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$426,585	2,358	-1.3%	Shares	Sole	2026-07-30
2026-03-31	$394,831	2,388	0.0%	Shares	Sole	2026-04-27
2025-12-31	$383,035	2,388	-11.5%	Shares	Sole	2026-02-06
2025-09-30	$437,453	2,697	-15.9%	Shares	Sole	2025-11-05
2025-06-30	$584,273	3,208	-3.7%	Shares	Sole	2025-08-12
2025-03-31	$528,888	3,332	-4.3%	Shares	Sole	2025-05-01
2024-12-31	$419,179	3,483	-1.6%	Shares	Sole	2025-02-18
2024-09-30	$429,756	3,540	+33.4%	Shares	Sole	2024-11-13
2024-06-30	$268,929	2,654	-3.4%	Shares	Sole	2024-08-12
2024-03-31	$251,771	2,748	-1.0%	Shares	Sole	2024-05-13
2023-12-31	$261,260	2,777	-19.4%	Shares	Sole	2024-02-13
2023-09-30	$319,030	3,446	-2.0%	Shares	Sole	2023-11-13
2023-06-30	$343,329	3,517	+14.0%	Shares	Sole	2023-08-07
2023-03-31	$300,113	3,086	0.0%	Shares	Sole	2023-05-12
2022-12-31	$312,334	3,086	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.