Cascade Financial Partners, LLC
Position in PM — Philip Morris International Inc.
CIK 2021208
SAN DIEGO, CA
Position in PM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$238,439
+$20,521 QoQ
Shares Held
1,318
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,497
of 2,919 holders
Holding Since
Mar 2025
6 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, 2026Cascade Financial Partners, LLC holds $695,393 across 2 Tobacco names. PM ranks #2 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
6,351 | $456,954 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
1,318 | $238,439 |
All Filings in PM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,439 | 1,318 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $217,918 | 1,318 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $226,805 | 1,414 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $229,350 | 1,414 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $257,531 | 1,414 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $224,444 | 1,414 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||