Sterling Wealth Management, Inc.
Position in PM — Philip Morris International Inc.
CIK 2011149
Champaign, IL
Position in PM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$225,413
+$19,400 QoQ
Shares Held
1,246
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#2,548
of 2,919 holders
Holding Since
Jun 2025
4 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, 2026Sterling Wealth Management, Inc. holds $609,626 across 2 Tobacco names. PM ranks #2 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
5,340 | $384,213 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
1,246 | $225,413 |
All Filings in PM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,413 | 1,246 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $206,013 | 1,246 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $202,101 | 1,246 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $226,933 | 1,246 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||