CGC Financial Services, LLC
Position in PM — Philip Morris International Inc.
CIK 1992785
LAKE OSWEGO, OR
Position in PM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$261,053
+$22,468 QoQ
Shares Held
1,443
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#2,423
of 2,919 holders
Holding Since
Jun 2023
13 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, 2026CGC Financial Services, LLC holds $337,607 across 2 Tobacco names. PM ranks #1 (77.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
1,443 | $261,053 | |
| 2 | MO |
Altria Group, Inc.
|
1,064 | $76,554 |
All Filings in PM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,053 | 1,443 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $238,585 | 1,443 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $231,457 | 1,443 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $234,054 | 1,443 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $262,813 | 1,443 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $229,364 | 1,445 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $173,665 | 1,443 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $175,180 | 1,443 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $136,086 | 1,343 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $133,123 | 1,453 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $136,698 | 1,453 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $124,334 | 1,343 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $131,103 | 1,343 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||