Kapstone Financial Advisors LLC

Position in PM — Philip Morris International Inc.

CIK 1966087 LEBANON, OH

Position in PM

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

Position Value

$1,409,107

+$117,471 QoQ

Shares Held

7,789

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#1,210

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

Kapstone Financial Advisors LLC holds $2,491,306 across 2 Tobacco names. PM ranks #1 (56.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc. This page	7,789	$1,409,107
2	MO	Altria Group, Inc.	15,041	$1,082,199

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,409,107	7,789	-0.3%	Shares	Sole	2026-08-07
2026-03-31	$1,291,636	7,812	-43.6%	Shares	Sole	2026-04-22
2025-12-31	$2,223,304	13,861	-1.0%	Shares	Sole	2026-02-05
2025-09-30	$2,270,800	14,000	+74.8%	Shares	Sole	2025-11-07
2025-06-30	$1,458,679	8,009	+4.8%	Shares	Sole	2025-07-11
2025-03-31	$1,212,697	7,640	0.0%	Shares	Sole	2025-04-11
2024-12-31	$919,474	7,640	+0.1%	Shares	Sole	2025-02-06
2024-09-30	$927,010	7,636	+6.1%	Shares	Sole	2024-11-06
2024-06-30	$728,968	7,194	+68.4%	Shares	Sole	2024-08-02
2024-03-31	$391,400	4,272	+0.1%	Shares	Sole	2024-05-13
2023-12-31	$401,533	4,268	+0.1%	Shares	Sole	2024-02-05
2023-09-30	$394,761	4,264	0.0%	Shares	Sole	2023-11-03
2023-06-30	$416,251	4,264	+8.8%	Shares	Sole	2023-08-08
2023-03-31	$381,220	3,920	0.0%	Shares	Sole	2023-04-20
2022-12-31	$396,743	3,920	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.