Shum Financial Group, Inc.
Position in PM — Philip Morris International Inc.
CIK 2044675
ALAMEDA, CA
Position in PM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$942,179
+$89,852 QoQ
Shares Held
5,208
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#1,459
of 2,919 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Shum Financial Group, Inc. holds $1,198,392 across 2 Tobacco names. PM ranks #1 (78.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
5,208 | $942,179 | |
| 2 | MO |
Altria Group, Inc.
|
3,561 | $256,213 |
All Filings in PM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $942,179 | 5,208 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $852,327 | 5,155 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $839,212 | 5,232 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $864,039 | 5,327 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $917,935 | 5,783 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $695,261 | 5,777 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $709,825 | 5,847 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||