Position in PM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$926,620
+$723,914 QoQ
Shares Held
5,122
+317.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,470
of 2,919 holders
Holding Since
Jun 2025
4 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, 2026HORAN Wealth, LLC holds $1,202,620 across 2 Tobacco names. PM ranks #1 (77.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
5,122 | $926,620 | |
| 2 | MO |
Altria Group, Inc.
|
3,836 | $276,000 |
All Filings in PM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $926,620 | 5,122 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $202,706 | 1,226 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $392,361 | 2,419 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $222,380 | 1,221 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||