LIBERTY SQUARE WEALTH PARTNERS LLC
Position in PM — Philip Morris International Inc.
CIK 2057655
BETHLEHEM, PA
Position in PM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$509,985
-$22,575 QoQ
Shares Held
2,819
-12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,896
of 2,919 holders
Holding Since
Dec 2024
7 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, 2026LIBERTY SQUARE WEALTH PARTNERS LLC holds $1,173,939 across 2 Tobacco names. PM ranks #2 (43.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
9,228 | $663,954 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
2,819 | $509,985 |
All Filings in PM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $509,985 | 2,819 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $532,560 | 3,221 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $554,502 | 3,457 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $610,683 | 3,765 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $685,719 | 3,765 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $597,618 | 3,765 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $453,117 | 3,765 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||