Heritage Family Offices, LLP
Family OfficePosition in PM — Philip Morris International Inc.
CIK 2019316
SCOTTSDALE, AZ
Position in PM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,060,132
+$199,703 QoQ
Shares Held
5,860
+12.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,384
of 2,919 holders
Holding Since
Jun 2024
9 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, 2026Heritage Family Offices, LLP holds $1,770,062 across 2 Tobacco names. PM ranks #1 (59.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
5,860 | $1,060,132 | |
| 2 | MO |
Altria Group, Inc.
|
9,867 | $709,930 |
All Filings in PM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,060,132 | 5,860 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $860,429 | 5,204 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $737,519 | 4,598 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $713,842 | 4,401 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $801,554 | 4,401 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $698,570 | 4,401 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $529,660 | 4,401 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $534,281 | 4,401 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $445,953 | 4,401 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||