PRECEDENT WEALTH PARTNERS, LLC
Position in PM — Philip Morris International Inc.
CIK 2008666
HOUSTON, TX
Position in PM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$873,976
+$624,458 QoQ
Shares Held
4,831
+252.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,507
of 2,919 holders
Holding Since
Dec 2023
5 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, 2026PRECEDENT WEALTH PARTNERS, LLC holds $3,710,316 across 2 Tobacco names. PM ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
39,421 | $2,836,340 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
4,831 | $873,976 |
All Filings in PM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $873,976 | 4,831 | Shares | Sole | 2026-07-21 | |
| 2025-06-30 | $249,518 | 1,370 | Shares | Sole | 2025-07-21 | |
| 2024-06-30 | $900,215 | 8,884 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $726,180 | 7,926 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $708,328 | 7,529 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||