Philip James Wealth Mangement, LLC
Position in PM — Philip Morris International Inc.
CIK 2002630
MILTON, GA
Position in PM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$765,068
-$16,990 QoQ
Shares Held
4,229
-10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,592
of 2,919 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Philip James Wealth Mangement, LLC holds $21,008,373 across 3 Tobacco names. PM ranks #3 (3.6% of the industry book) .
All Filings in PM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $765,068 | 4,229 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $782,058 | 4,730 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $762,541 | 4,754 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $726,331 | 4,478 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $871,856 | 4,787 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $765,396 | 4,822 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $558,544 | 4,641 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $564,145 | 4,647 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||