BRIGHT FINANCIAL ADVISORS, INC.
Position in PM — Philip Morris International Inc.
CIK 2022456
Portage, MI
Position in PM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$519,030
+$44,835 QoQ
Shares Held
2,869
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,879
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, 2026BRIGHT FINANCIAL ADVISORS, INC. holds $974,833 across 2 Tobacco names. PM ranks #1 (53.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
2,869 | $519,030 | |
| 2 | MO |
Altria Group, Inc.
|
6,335 | $455,803 |
All Filings in PM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519,030 | 2,869 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $474,195 | 2,868 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $504,137 | 3,143 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $509,632 | 3,142 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $295,232 | 1,621 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $257,142 | 1,620 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||