LJI Wealth Management, LLC
Position in PM — Philip Morris International Inc.
CIK 1988563
Indianapolis, IN
Position in PM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$364,352
+$19,949 QoQ
Shares Held
2,014
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,149
of 2,919 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026LJI Wealth Management, LLC holds $674,312 across 2 Tobacco names. PM ranks #1 (54.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
2,014 | $364,352 | |
| 2 | MO |
Altria Group, Inc.
|
4,308 | $309,960 |
All Filings in PM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,352 | 2,014 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $344,403 | 2,083 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $356,890 | 2,225 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $324,562 | 2,001 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $404,510 | 2,221 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $352,539 | 2,221 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $267,177 | 2,220 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $260,645 | 2,147 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $217,555 | 2,147 | Shares | Sole | 2024-08-12 | |
| 2022-12-31 | $202,420 | 2,000 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||