Position in PM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,422,133
+$411,575 QoQ
Shares Held
7,861
+28.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#1,201
of 2,919 holders
Holding Since
Jun 2025
5 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, 2026IAMS WEALTH MANAGEMENT, LLC holds $2,132,711 across 2 Tobacco names. PM ranks #1 (66.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
7,861 | $1,422,133 | |
| 2 | MO |
Altria Group, Inc.
|
9,876 | $710,578 |
All Filings in PM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,422,133 | 7,861 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,010,558 | 6,112 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $698,542 | 4,355 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $519,202 | 3,201 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $209,631 | 1,151 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||