Optimist Retirement Group LLC

Pension

Position in PM — Philip Morris International Inc.

CIK 2011850 BELLEVUE, WA

Position in PM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,603,113

+$239,248 QoQ

Shares Held

14,389

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.52%

of 13F equity value

Holder Rank

#920

of 2,919 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Optimist Retirement Group LLC holds $7,653,167 across 3 Tobacco names. PM ranks #1 (34.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	14,389	$2,603,113
2	BTI	British American Tobacco p.l.c.	40,936	$2,528,207
3	MO	Altria Group, Inc.	35,050	$2,521,847

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,603,113	14,389	+0.6%	Shares	Sole	2026-08-10
2026-03-31	$2,363,865	14,297	+5.0%	Shares	Sole	2026-05-11
2025-12-31	$2,183,685	13,614	-1.7%	Shares	Sole	2026-02-09
2025-09-30	$2,246,794	13,852	+1.2%	Shares	Sole	2025-11-17
2025-06-30	$2,493,723	13,692	-10.3%	Shares	Sole	2025-08-15
2025-03-31	$2,423,807	15,270	-8.7%	Shares	Sole	2025-05-05
2024-12-31	$2,011,890	16,717	-3.5%	Shares	Sole	2025-01-27
2024-09-30	$2,103,133	17,324	-4.3%	Shares	Sole	2024-11-25
2024-06-30	$1,834,984	18,109	+11.7%	Shares	Sole	2024-08-12
2024-03-31	$1,485,801	16,217	+40.9%	Shares	Sole	2024-05-13
2023-12-31	$1,082,484	11,506	—	Shares	Sole	2024-02-16
No filing history on record for this holder in this stock.