Turtle Creek Wealth Advisors, LLC
Position in PM — Philip Morris International Inc.
CIK 2007171
DALLAS, TX
Position in PM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,830,649
+$2,318,096 QoQ
Shares Held
54,340
+19.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#483
of 2,919 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Turtle Creek Wealth Advisors, LLC holds $11,094,420 across 3 Tobacco names. PM ranks #1 (88.6% of the industry book) .
All Filings in PM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,830,649 | 54,340 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,512,553 | 45,437 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,028,086 | 43,816 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,225,110 | 32,214 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,006,207 | 27,487 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,555,235 | 16,098 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $250,084 | 2,060 | Shares | Sole | 2024-11-06 | |
| 2023-12-31 | $20,979 | 223 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||