Envestnet Portfolio Solutions, Inc.

Position in PM — Philip Morris International Inc.

CIK 1998033 BERWYN, PA

Position in PM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$14,065,028

+$1,798,950 QoQ

Shares Held

77,746

+4.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#406

of 2,919 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $43,292,824 across 3 Tobacco names. PM ranks #2 (32.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	371,057	$26,697,551
2	PM	Philip Morris International Inc. This page	77,746	$14,065,028
3	BTI	British American Tobacco p.l.c.	40,969	$2,530,245

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,065,028	77,746	+4.8%	Shares	Sole	2026-07-20
2026-03-31	$12,266,078	74,187	-38.2%	Shares	Sole	2026-04-29
2025-12-31	$19,241,423	119,959	+4.3%	Shares	Sole	2026-02-06
2025-09-30	$18,661,434	115,052	-11.6%	Shares	Sole	2025-10-30
2025-06-30	$23,704,765	130,153	-17.7%	Shares	Sole	2025-07-25
2025-03-31	$25,102,990	158,149	-29.1%	Shares	Sole	2025-04-21
2024-12-31	$26,860,555	223,187	-0.1%	Shares	Sole	2025-02-10
2024-09-30	$27,123,795	223,425	-8.1%	Shares	Sole	2024-10-31
2024-06-30	$24,647,509	243,240	+1.9%	Shares	Sole	2024-07-16
2024-03-31	$21,865,296	238,652	+4.7%	Shares	Sole	2024-05-06
2023-12-31	$21,443,654	227,930	+6.0%	Shares	Sole	2024-02-07
2023-09-30	$19,903,959	214,992	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.