Wheelhouse Advisory Group LLC
Position in PM — Philip Morris International Inc.
CIK 1998946
ST. LOUIS, MO
Position in PM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$496,417
+$27,844 QoQ
Shares Held
2,744
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.42%
of 13F equity value
Holder Rank
#1,921
of 2,919 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Wheelhouse Advisory Group LLC holds $792,779 across 2 Tobacco names. PM ranks #1 (62.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
2,744 | $496,417 | |
| 2 | MO |
Altria Group, Inc.
|
4,119 | $296,362 |
All Filings in PM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,417 | 2,744 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $468,573 | 2,834 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $447,676 | 2,791 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $442,319 | 2,727 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $703,386 | 3,862 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $605,872 | 3,817 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $550,240 | 4,572 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $553,705 | 4,561 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $491,450 | 4,850 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $214,940 | 2,346 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $242,632 | 2,579 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||