Partners in Financial Planning
Position in PM — Philip Morris International Inc.
CIK 2054264
SALEM, VA
Position in PM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$735,580
+$63,308 QoQ
Shares Held
4,066
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,625
of 2,919 holders
Holding Since
Jun 2021
21 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, 2026Partners in Financial Planning holds $980,210 across 2 Tobacco names. PM ranks #1 (75.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
4,066 | $735,580 | |
| 2 | MO |
Altria Group, Inc.
|
3,400 | $244,630 |
All Filings in PM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $735,580 | 4,066 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $672,272 | 4,066 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $652,186 | 4,066 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $659,505 | 4,066 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $458,056 | 2,515 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $399,205 | 2,515 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $302,680 | 2,515 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $305,321 | 2,515 | Shares | Sole | 2025-02-26 | |
| 2024-06-30 | $254,844 | 2,515 | Shares | Sole | 2025-02-26 | |
| 2024-03-31 | $230,424 | 2,515 | Shares | Sole | 2025-02-26 | |
| 2023-12-31 | $236,611 | 2,515 | Shares | Sole | 2025-02-26 | |
| 2023-09-30 | $232,838 | 2,515 | Shares | Sole | 2025-03-04 | |
| 2023-06-30 | $245,514 | 2,515 | Shares | Sole | 2025-02-26 | |
| 2023-03-31 | $281,052 | 2,890 | Shares | Sole | 2025-02-26 | |
| 2022-12-31 | $292,496 | 2,890 | Shares | Sole | 2025-05-05 | |
| 2022-09-30 | $243,053 | 2,928 | Shares | Sole | 2025-05-05 | |
| 2022-06-30 | $289,110 | 2,928 | Shares | Sole | 2025-05-05 | |
| 2022-03-31 | $275,056 | 2,928 | Shares | Sole | 2025-05-05 | |
| 2021-12-31 | $274,550 | 2,890 | Shares | Sole | 2025-05-05 | |
| 2021-09-30 | $273,943 | 2,890 | Shares | Sole | 2025-05-05 | |
| 2021-06-30 | $286,427 | 2,890 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||