Beverly Hills Private Wealth, LLC

Position in PM — Philip Morris International Inc.

CIK 1965710 BEVERLY HILLS, CA

Position in PM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$5,338,653

-$4,105,732 QoQ

Shares Held

29,510

-48.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

#656

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

Beverly Hills Private Wealth, LLC holds $6,114,705 across 2 Tobacco names. PM ranks #1 (87.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc. This page	29,510	$5,338,653
2	MO	Altria Group, Inc.	10,786	$776,052

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,338,653	29,510	-48.3%	Shares	Other	2026-08-07
2026-03-31	$9,444,385	57,121	-2.1%	Shares	Sole	2026-05-04
2025-12-31	$9,359,820	58,353	-0.8%	Shares	Sole	2026-02-17
2025-09-30	$9,541,413	58,825	-2.4%	Shares	Sole	2025-11-10
2025-06-30	$10,981,889	60,297	-11.2%	Shares	Sole	2025-07-29
2025-03-31	$10,778,875	67,907	+1.8%	Shares	Sole	2025-04-30
2024-12-31	$8,029,750	66,720	-0.2%	Shares	Sole	2025-02-14
2024-09-30	$8,117,409	66,865	+0.2%	Shares	Sole	2024-11-12
2024-06-30	$6,762,558	66,738	+22.0%	Shares	Sole	2024-08-08
2024-03-31	$5,010,969	54,693	-5.2%	Shares	Sole	2024-05-09
2023-12-31	$5,426,531	57,680	+21.9%	Shares	Sole	2024-01-30
2023-09-30	$4,379,679	47,307	-49.0%	Shares	Sole	2023-11-08
2023-06-30	$9,057,671	92,785	+113.6%	Shares	Sole	2023-08-10
2023-03-31	$4,224,831	43,443	+25.9%	Shares	Sole	2023-05-04
2022-12-31	$3,492,554	34,508	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.