Modern Wealth Management, LLC

Position in PM — Philip Morris International Inc.

CIK 2001900 KANSAS CITY, MO

Position in PM

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$4,159,786

+$440,432 QoQ

Shares Held

25,159

+8.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 8.85965260940419.ToString("F0")% Shared 0.ToString("F0")% None 91.1403473905958.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

Modern Wealth Management, LLC holds $22,267,399 across 3 Tobacco names. PM ranks #2 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTI	British American Tobacco p.l.c.	283,876	$16,598,227
2	PM	Philip Morris International Inc. This page	25,159	$4,159,786
3	MO	Altria Group, Inc.	22,873	$1,509,386

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	+6.4%	Shares	Other	2025-11-12
2025-03-31	$2,795,551	17,612	+2.2%	Shares	Other	2025-05-15
2024-12-31	$2,073,750	17,231	+17.3%	Shares	Sole	2025-02-11
2024-09-30	$1,783,851	14,694	+12.8%	Shares	Sole	2024-11-05
2024-06-30	$1,319,924	13,026	+17.5%	Shares	Sole	2024-08-08
2024-03-31	$1,015,974	11,089	—	Shares	Sole	2024-05-13
No filing history on record for this holder in this stock.