MINDSET WEALTH MANAGEMENT, LLC
Position in PM — Philip Morris International Inc.
CIK 2044232
INDIANAPOLIS, IN
Position in PM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,310,692
+$30,465 QoQ
Shares Held
7,245
-6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,247
of 2,919 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026MINDSET WEALTH MANAGEMENT, LLC holds $1,939,966 across 2 Tobacco names. PM ranks #1 (67.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
7,245 | $1,310,692 | |
| 2 | MO |
Altria Group, Inc.
|
8,746 | $629,274 |
All Filings in PM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,310,692 | 7,245 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,280,227 | 7,743 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,196,423 | 7,459 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,358,100 | 8,373 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,485,816 | 8,158 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,301,586 | 8,200 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||