Cherry Tree Wealth Management, LLC
Position in PM — Philip Morris International Inc.
CIK 1985414
MINNETONKA, MN
Position in PM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$8,432
+$252 QoQ
Shares Held
51
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $129,259 across 2 Tobacco names. PM ranks #2 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
1,831 | $120,827 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
51 | $8,432 |
All Filings in PM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,432 | 51 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,180 | 51 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $13,787 | 85 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $15,481 | 85 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $47,619 | 300 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $32,374 | 269 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $32,656 | 269 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $27,257 | 269 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $24,645 | 269 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $25,307 | 269 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $24,904 | 269 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $26,259 | 269 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||