MARSHALL INVESTMENT MANAGEMENT, LLC
Position in PM — Philip Morris International Inc.
CIK 2022427
LITTLETON, CO
Position in PM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$117,229
-$43,977 QoQ
Shares Held
648
-33.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,685
of 2,919 holders
Holding Since
Dec 2024
4 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, 2026MARSHALL INVESTMENT MANAGEMENT, LLC holds $164,410 across 3 Tobacco names. PM ranks #1 (71.3% of the industry book) .
All Filings in PM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,229 | 648 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $161,206 | 975 | Shares | Sole | 2026-05-08 | |
| 2025-03-31 | $171,269 | 1,079 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $126,247 | 1,049 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||