Synergy Investment Management, LLC

Position in PM — Philip Morris International Inc.

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in PM

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

Position Value

$162,636

+$122,956 QoQ

Shares Held

899

+274.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#2,654

of 2,919 holders

Holding Since

Dec 2024

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Synergy Investment Management, LLC holds $502,457 across 3 Tobacco names. PM ranks #2 (32.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	2,875	$206,854
2	PM	Philip Morris International Inc. This page	899	$162,636
3	BTI	British American Tobacco p.l.c.	2,153	$132,967

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$162,636	899	+274.6%	Shares	Other	2026-08-14
2026-03-31	$39,680	240	+500.0%	Shares	Sole	2026-05-15
2024-12-31	$4,814	40	—	Shares	Sole	2025-02-06
No filing history on record for this holder in this stock.