Magnolia Private Wealth, LLC
Position in PM — Philip Morris International Inc.
CIK 2055130
PHILADELPHIA, PA
Position in PM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$427,128
+$47,012 QoQ
Shares Held
2,361
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#2,042
of 2,919 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Magnolia Private Wealth, LLC holds $684,709 across 2 Tobacco names. PM ranks #1 (62.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
2,361 | $427,128 | |
| 2 | MO |
Altria Group, Inc.
|
3,580 | $257,581 |
All Filings in PM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,128 | 2,361 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $380,116 | 2,299 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $350,794 | 2,187 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $378,250 | 2,332 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $400,139 | 2,197 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $350,634 | 2,209 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $245,634 | 2,041 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||