Mowery & Schoenfeld Wealth Management, LLC
Position in PM — Philip Morris International Inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in PM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$109,269
+$9,404 QoQ
Shares Held
604
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,694
of 2,919 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $155,943 across 3 Tobacco names. PM ranks #1 (70.1% of the industry book) .
All Filings in PM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,269 | 604 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $99,865 | 604 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $122,866 | 766 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $97,968 | 604 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $114,195 | 627 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $119,364 | 752 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $99,409 | 826 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $77,453 | 638 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $55,630 | 549 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $50,299 | 549 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||