Lakeridge Wealth Management LLC
Position in PM — Philip Morris International Inc.
CIK 2012028
MENTOR, OH
Position in PM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$528,799
+$52,290 QoQ
Shares Held
2,923
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,862
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, 2026Lakeridge Wealth Management LLC holds $893,513 across 2 Tobacco names. PM ranks #1 (59.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
2,923 | $528,799 | |
| 2 | MO |
Altria Group, Inc.
|
5,069 | $364,714 |
All Filings in PM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $528,799 | 2,923 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $476,509 | 2,882 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $452,007 | 2,818 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $446,861 | 2,755 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $542,747 | 2,980 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $519,682 | 3,274 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $374,408 | 3,111 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $376,097 | 3,098 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $327,194 | 3,229 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $260,109 | 2,839 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $282,992 | 3,008 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||