Position in PM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$300,853
+$84,258 QoQ
Shares Held
1,663
+26.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,300
of 2,919 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Baron Wealth Management LLC holds $1,230,734 across 2 Tobacco names. PM ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
12,924 | $929,881 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
1,663 | $300,853 |
All Filings in PM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,853 | 1,663 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $216,595 | 1,310 | Shares | Sole | 2026-04-16 | |
| 2025-09-30 | $339,971 | 2,096 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $321,277 | 1,764 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||