Peak Retirement Planning, Inc.
PensionPosition in PM — Philip Morris International Inc.
CIK 2056697
COLUMBUS, OH
Position in PM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$200,991
-$11,140 QoQ
Shares Held
1,111
-13.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,635
of 2,919 holders
Holding Since
Mar 2026
2 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, 2026Peak Retirement Planning, Inc. holds $3,619,119 across 2 Tobacco names. PM ranks #2 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
47,507 | $3,418,128 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
1,111 | $200,991 |
All Filings in PM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,991 | 1,111 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $212,131 | 1,283 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||