Blake Schutter Theil Wealth Advisors, LLC
Position in PM — Philip Morris International Inc.
CIK 2042011
DAYTON, OH
Position in PM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$712,604
+$61,330 QoQ
Shares Held
3,939
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.89%
of 13F equity value
Holder Rank
#1,643
of 2,919 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Blake Schutter Theil Wealth Advisors, LLC holds $1,155,096 across 2 Tobacco names. PM ranks #1 (61.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
3,939 | $712,604 | |
| 2 | MO |
Altria Group, Inc.
|
6,150 | $442,492 |
All Filings in PM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $712,604 | 3,939 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $651,274 | 3,939 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $632,296 | 3,942 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $639,392 | 3,942 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $717,956 | 3,942 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $625,713 | 3,942 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $519,671 | 4,318 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $524,205 | 4,318 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||