TRAPHAGEN INVESTMENT ADVISORS LLC
Position in PM — Philip Morris International Inc.
CIK 2023380
ORADELL, NJ
Position in PM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,041,317
+$108,635 QoQ
Shares Held
5,756
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,400
of 2,919 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026TRAPHAGEN INVESTMENT ADVISORS LLC holds $1,344,226 across 2 Tobacco names. PM ranks #1 (77.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
5,756 | $1,041,317 | |
| 2 | MO |
Altria Group, Inc.
|
4,210 | $302,909 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,041,317 | 5,756 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $932,682 | 5,641 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $904,656 | 5,640 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $913,186 | 5,630 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,212,803 | 6,659 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $898,887 | 5,663 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $666,739 | 5,540 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $672,556 | 5,540 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $570,487 | 5,630 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $512,522 | 5,594 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $525,719 | 5,588 | Shares | Sole | 2024-06-17 | |
| 2023-09-30 | $533,723 | 5,765 | Shares | Sole | 2024-06-17 | |
| 2023-06-30 | $537,495 | 5,506 | Shares | Sole | 2024-06-17 | |
| 2023-03-31 | $459,020 | 4,720 | Shares | Sole | 2024-06-17 | |
| 2022-12-31 | $476,699 | 4,710 | Shares | Sole | 2024-06-17 | |
| 2022-09-30 | $389,980 | 4,698 | Shares | Sole | 2024-06-17 | |
| 2022-06-30 | $467,336 | 4,733 | Shares | Sole | 2024-06-17 | |
| 2022-03-31 | $364,299 | 3,878 | Shares | Sole | 2024-06-17 | |
| 2021-12-31 | $439,375 | 4,625 | Shares | Sole | 2024-06-17 | |
| 2021-09-30 | $434,043 | 4,579 | Shares | Sole | 2024-06-17 | |
| 2021-06-30 | $445,796 | 4,498 | Shares | Sole | 2024-06-17 | |
| 2021-03-31 | $399,063 | 4,497 | Shares | Sole | 2024-06-17 | |
| 2020-12-31 | $372,223 | 4,496 | Shares | Sole | 2024-06-17 | |
| 2020-09-30 | $337,080 | 4,495 | Shares | Sole | 2024-06-17 | |
| 2020-06-30 | $314,849 | 4,494 | Shares | Sole | 2024-06-17 | |
| 2020-03-31 | $352,834 | 4,836 | Shares | Sole | 2024-06-17 | |
| No filing history on record for this holder in this stock. | ||||||