Whipplewood Advisors, LLC
Position in PM — Philip Morris International Inc.
CIK 2052510
LITTLETON, CO
Position in PM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$38,352
-$201,556 QoQ
Shares Held
212
-85.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,793
of 2,914 holders
Holding Since
Dec 2024
7 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, 2026Whipplewood Advisors, LLC holds $79,758 across 3 Tobacco names. PM ranks #1 (48.1% of the industry book) .
All Filings in PM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,352 | 212 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $239,908 | 1,451 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $117,252 | 731 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $109,647 | 676 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $417,984 | 2,295 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $152,538 | 2,225 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $270,063 | 2,244 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||