Quotient Wealth Partners, LLC
Position in PM — Philip Morris International Inc.
CIK 2004904
DALLAS, TX
Position in PM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,021,960
+$173,766 QoQ
Shares Held
5,649
+10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,414
of 2,919 holders
Holding Since
Dec 2023
11 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, 2026Quotient Wealth Partners, LLC holds $1,585,184 across 2 Tobacco names. PM ranks #1 (64.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
5,649 | $1,021,960 | |
| 2 | MO |
Altria Group, Inc.
|
7,828 | $563,224 |
All Filings in PM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,021,960 | 5,649 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $848,194 | 5,130 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $824,937 | 5,143 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $812,459 | 5,009 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $946,165 | 5,195 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $704,919 | 4,441 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $498,971 | 4,146 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $474,795 | 3,911 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $360,532 | 3,558 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $299,963 | 3,274 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $368,511 | 3,917 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||