Novak & Powell Financial Services, Inc.
Position in PM — Philip Morris International Inc.
CIK 2011548
ST. PETERSBURG, FL
Position in PM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$748,786
+$65,106 QoQ
Shares Held
4,139
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,615
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, 2026Novak & Powell Financial Services, Inc. holds $1,137,459 across 2 Tobacco names. PM ranks #1 (65.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
4,139 | $748,786 | |
| 2 | MO |
Altria Group, Inc.
|
5,402 | $388,673 |
All Filings in PM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $748,786 | 4,139 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $683,680 | 4,135 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $674,642 | 4,206 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $681,726 | 4,203 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $691,911 | 3,799 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $642,539 | 4,048 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $488,259 | 4,057 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $471,881 | 3,887 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $422,748 | 4,172 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $381,780 | 4,167 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $366,817 | 3,899 | Shares | Sole | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||