Wealth Management Associates, Inc.
Position in PM — Philip Morris International Inc.
CIK 2067339
Cherry Hill, NJ
Position in PM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$476,516
+$98,715 QoQ
Shares Held
2,634
+15.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,954
of 2,919 holders
Holding Since
Mar 2020
21 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, 2026Wealth Management Associates, Inc. holds $922,318 across 2 Tobacco names. PM ranks #1 (51.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
2,634 | $476,516 | |
| 2 | MO |
Altria Group, Inc.
|
6,196 | $445,802 |
All Filings in PM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,516 | 2,634 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $377,801 | 2,285 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $311,176 | 1,940 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $251,410 | 1,550 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $278,841 | 1,531 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $242,856 | 1,530 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $262,483 | 2,790 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $293,941 | 3,175 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $300,767 | 3,081 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | $307,504 | 3,162 | Shares | Sole | 2025-05-28 | |
| 2022-12-31 | $288,347 | 2,849 | Shares | Sole | 2025-05-28 | |
| 2022-09-30 | $238,487 | 2,873 | Shares | Sole | 2025-05-28 | |
| 2022-06-30 | $259,686 | 2,630 | Shares | Sole | 2025-05-28 | |
| 2022-03-31 | $246,874 | 2,628 | Shares | Sole | 2025-05-28 | |
| 2021-12-31 | $249,565 | 2,627 | Shares | Sole | 2025-05-28 | |
| 2021-09-30 | $248,918 | 2,626 | Shares | Sole | 2025-05-28 | |
| 2021-06-30 | $254,118 | 2,564 | Shares | Sole | 2025-05-28 | |
| 2021-03-31 | $240,662 | 2,712 | Shares | Sole | 2025-05-28 | |
| 2020-12-31 | $224,443 | 2,711 | Shares | Sole | 2025-05-28 | |
| 2020-09-30 | $203,297 | 2,711 | Shares | Sole | 2025-05-28 | |
| 2020-03-31 | $214,648 | 2,942 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||