Modern Wealth Management, LLC

Position in PM — Philip Morris International Inc.

CIK 2001900 KANSAS CITY, MO

Position in PM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,083,387

+$923,601 QoQ

Shares Held

28,099

+11.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#671

of 2,923 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 19% Shared 0% None 81%

Consumer Defensive · as of Jun 30, 2026

Modern Wealth Management, LLC holds $24,442,516 across 3 Tobacco names. PM ranks #2 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTI	British American Tobacco p.l.c.	280,967	$17,352,518
2	PM	Philip Morris International Inc. This page	28,099	$5,083,387
3	MO	Altria Group, Inc.	27,889	$2,006,611

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,083,387	28,099	+11.7%	Shares	Other	2026-08-14
2026-03-31	$4,159,786	25,159	+8.5%	Shares	Other	2026-05-14
2025-12-31	$3,719,354	23,188	+15.1%	Shares	Other	2026-02-17
2025-09-30	$3,266,707	20,140	+7.5%	Shares	Other	2025-11-12
2025-06-30	$3,412,749	18,738	+6.1%	Shares	Other	2025-11-12
2025-03-31	$2,802,536	17,656	+4.5%	Shares	Other	2025-06-02
2024-12-31	$2,033,792	16,899	+15.4%	Shares	Other	2025-05-30
2024-09-30	$1,777,294	14,640	+12.8%	Shares	Other	2025-05-30
2024-06-30	$1,314,551	12,973	+22.7%	Shares	Other	2025-05-29
2024-03-31	$969,062	10,577	—	Shares	Other	2025-05-29
No filing history on record for this holder in this stock.