Summit Wealth Partners, LLC
Position in PM — Philip Morris International Inc.
CIK 2033312
Orlando, FL
Position in PM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,113,681
+$97,337 QoQ
Shares Held
6,156
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,350
of 2,919 holders
Holding Since
Mar 2020
26 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, 2026Summit Wealth Partners, LLC holds $1,741,660 across 2 Tobacco names. PM ranks #1 (63.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
6,156 | $1,113,681 | |
| 2 | MO |
Altria Group, Inc.
|
8,728 | $627,979 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,113,681 | 6,156 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,016,344 | 6,147 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $919,252 | 5,731 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $927,946 | 5,721 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,040,690 | 5,714 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $905,554 | 5,705 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $685,152 | 5,693 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $702,056 | 5,783 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $584,775 | 5,771 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $527,456 | 5,757 | Shares | Sole | 2024-09-11 | |
| 2023-12-31 | $540,395 | 5,744 | Shares | Sole | 2024-09-11 | |
| 2023-09-30 | $530,575 | 5,731 | Shares | Sole | 2024-09-11 | |
| 2023-06-30 | $548,819 | 5,622 | Shares | Sole | 2024-09-11 | |
| 2023-03-31 | $549,170 | 5,647 | Shares | Sole | 2024-09-11 | |
| 2022-12-31 | $570,723 | 5,639 | Shares | Sole | 2024-09-11 | |
| 2022-09-30 | $464,523 | 5,596 | Shares | Sole | 2024-09-11 | |
| 2022-06-30 | $551,759 | 5,588 | Shares | Sole | 2024-09-11 | |
| 2022-03-31 | $524,185 | 5,580 | Shares | Sole | 2024-09-11 | |
| 2021-12-31 | $529,340 | 5,572 | Shares | Sole | 2024-09-10 | |
| 2021-09-30 | $527,506 | 5,565 | Shares | Sole | 2024-09-10 | |
| 2021-06-30 | $550,853 | 5,558 | Shares | Sole | 2024-09-10 | |
| 2021-03-31 | $468,813 | 5,283 | Shares | Sole | 2024-09-10 | |
| 2020-12-31 | $436,717 | 5,275 | Shares | Sole | 2024-09-10 | |
| 2020-09-30 | $379,899 | 5,066 | Shares | Sole | 2024-09-10 | |
| 2020-06-30 | $354,293 | 5,057 | Shares | Sole | 2024-09-10 | |
| 2020-03-31 | $368,375 | 5,049 | Shares | Sole | 2024-09-10 | |
| No filing history on record for this holder in this stock. | ||||||