Advyzon Investment Management, LLC
Position in PM — Philip Morris International Inc.
CIK 2011872
LISLE, IL
Position in PM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,371,508
+$628,873 QoQ
Shares Held
24,164
+6.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#732
of 2,919 holders
Holding Since
Dec 2024
7 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, 2026Advyzon Investment Management, LLC holds $7,141,098 across 3 Tobacco names. PM ranks #1 (61.2% of the industry book) .
All Filings in PM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,371,508 | 24,164 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $3,742,635 | 22,636 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,419,888 | 21,321 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,655,088 | 10,204 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,078,027 | 5,919 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $588,569 | 3,708 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $361,531 | 3,004 | Shares | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||