BKM Wealth Management, LLC
Position in PM — Philip Morris International Inc.
CIK 2007263
BROOKFIELD, WI
Position in PM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$378,644
+$21,014 QoQ
Shares Held
2,093
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,121
of 2,919 holders
Holding Since
Dec 2023
10 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, 2026BKM Wealth Management, LLC holds $588,018 across 2 Tobacco names. PM ranks #1 (64.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
2,093 | $378,644 | |
| 2 | MO |
Altria Group, Inc.
|
2,910 | $209,374 |
All Filings in PM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,644 | 2,093 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $357,630 | 2,163 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $397,471 | 2,478 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $401,931 | 2,478 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $448,586 | 2,463 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $390,951 | 2,463 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $298,347 | 2,479 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $291,117 | 2,398 | Shares | Sole | 2024-10-23 | |
| 2024-03-31 | $272,111 | 2,970 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $164,734 | 1,751 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||