Position in PM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$151,964
+$14,402 QoQ
Shares Held
840
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,664
of 2,919 holders
Holding Since
Dec 2024
5 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, 2026Financial Life Planners holds $178,585 across 2 Tobacco names. PM ranks #1 (85.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
840 | $151,964 | |
| 2 | MO |
Altria Group, Inc.
|
370 | $26,621 |
All Filings in PM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,964 | 840 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $137,562 | 832 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $113,053 | 697 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $108,888 | 686 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $86,050 | 715 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||