Position in PM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$563,534
+$94,796 QoQ
Shares Held
3,115
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,816
of 2,919 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026XXI WEALTH, LLC holds $1,880,003 across 2 Tobacco names. PM ranks #2 (30.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
18,297 | $1,316,469 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
3,115 | $563,534 |
All Filings in PM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $563,534 | 3,115 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $468,738 | 2,835 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $341,491 | 2,129 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||