Private Wealth Management Group, LLC
Position in PM — Philip Morris International Inc.
CIK 2011342
PRINCETON, NJ
Position in PM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$115,963
+$9,981 QoQ
Shares Held
641
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,686
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, 2026Private Wealth Management Group, LLC holds $182,370 across 3 Tobacco names. PM ranks #1 (63.6% of the industry book) .
All Filings in PM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,963 | 641 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $105,982 | 641 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $102,816 | 641 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $103,970 | 641 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $122,755 | 674 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $112,380 | 708 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $77,144 | 641 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $80,366 | 662 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $67,080 | 662 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $64,134 | 700 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $65,856 | 700 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||