Werba Rubin Papier Wealth Management
Position in PM — Philip Morris International Inc.
CIK 1971029
SAN JOSE, CA
Position in PM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$330,884
+$27,486 QoQ
Shares Held
1,829
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,224
of 2,919 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Werba Rubin Papier Wealth Management holds $571,628 across 2 Tobacco names. PM ranks #1 (57.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
1,829 | $330,884 | |
| 2 | MO |
Altria Group, Inc.
|
3,346 | $240,744 |
All Filings in PM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,884 | 1,829 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $303,398 | 1,835 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $223,597 | 1,394 | Shares | Sole | 2026-01-27 | |
| 2025-06-30 | $208,538 | 1,145 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||