Position in PM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$212,207
+$18,264 QoQ
Shares Held
1,173
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,589
of 2,919 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026BIRCHBROOK, INC. holds $302,144 across 2 Tobacco names. PM ranks #1 (70.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
1,173 | $212,207 | |
| 2 | MO |
Altria Group, Inc.
|
1,250 | $89,937 |
All Filings in PM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,207 | 1,173 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $193,943 | 1,173 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $193,282 | 1,205 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $190,260 | 1,173 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $213,638 | 1,173 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $186,190 | 1,173 | Shares | Sole | 2025-06-10 | |
| 2024-12-31 | $141,170 | 1,173 | Shares | Sole | 2025-06-10 | |
| 2024-09-30 | $142,402 | 1,173 | Shares | Sole | 2025-06-10 | |
| 2024-06-30 | $111,463 | 1,100 | Shares | Sole | 2025-06-10 | |
| 2024-03-31 | $100,782 | 1,100 | Shares | Sole | 2025-06-10 | |
| 2023-12-31 | $103,488 | 1,100 | Shares | Sole | 2025-06-10 | |
| No filing history on record for this holder in this stock. | ||||||