Position in PM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$942,359
+$93,009 QoQ
Shares Held
5,209
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.64%
of 13F equity value
Holder Rank
#1,458
of 2,919 holders
Holding Since
Dec 2025
3 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, 2026Old Peak Finance LLC holds $1,800,002 across 2 Tobacco names. PM ranks #1 (52.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
5,209 | $942,359 | |
| 2 | MO |
Altria Group, Inc.
|
11,920 | $857,643 |
All Filings in PM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $942,359 | 5,209 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $849,350 | 5,137 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $895,352 | 5,582 | Shares | Defined | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||