Three Magnolias Financial Advisors, LLC
Position in PM — Philip Morris International Inc.
CIK 2056795
WINSTON-SALEM, NC
Position in PM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$388,956
+$33,475 QoQ
Shares Held
2,150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#2,103
of 2,919 holders
Holding Since
Mar 2025
6 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, 2026Three Magnolias Financial Advisors, LLC holds $759,498 across 2 Tobacco names. PM ranks #1 (51.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
2,150 | $388,956 | |
| 2 | MO |
Altria Group, Inc.
|
5,150 | $370,542 |
All Filings in PM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,956 | 2,150 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $355,481 | 2,150 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $344,860 | 2,150 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $348,730 | 2,150 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $391,579 | 2,150 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $341,269 | 2,150 | Shares | Sole | 2025-05-20 | |
| No filing history on record for this holder in this stock. | ||||||