Michels Family Financial, LLC

Position in PM — Philip Morris International Inc.

CIK 2053733 FORT WORTH, TX

Position in PM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$313,336

+$28,290 QoQ

Shares Held

1,732

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#2,266

of 2,919 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Michels Family Financial, LLC holds $2,724,851 across 3 Tobacco names. PM ranks #3 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	18,592	$1,337,694
2	BTI	British American Tobacco p.l.c.	17,387	$1,073,821
3	PM	Philip Morris International Inc. This page	1,732	$313,336

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$313,336	1,732	+0.5%	Shares	Sole	2026-08-14
2026-03-31	$285,046	1,724	+0.4%	Shares	Sole	2026-04-24
2025-12-31	$275,406	1,717	+2.1%	Shares	Sole	2026-02-19
2025-09-30	$272,820	1,682	+0.2%	Shares	Sole	2025-11-10
2025-06-30	$305,796	1,679	-6.9%	Shares	Sole	2025-07-17
2025-03-31	$286,348	1,804	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.