SUMMIT WEALTH GROUP LLC / CO
Position in PM — Philip Morris International Inc.
CIK 2081278
COLORADO SPRINGS, CO
Position in PM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$439,430
+$138,842 QoQ
Shares Held
2,429
+33.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,021
of 2,919 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $659,237 across 2 Tobacco names. PM ranks #1 (66.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
2,429 | $439,430 | |
| 2 | MO |
Altria Group, Inc.
|
3,055 | $219,807 |
All Filings in PM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,430 | 2,429 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $300,588 | 1,818 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $2,134,065 | 13,157 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||