Position in PM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,100,546
+$156,479 QoQ
Shares Held
11,611
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#996
of 2,919 holders
Holding Since
Dec 2024
7 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, 2026BIRCH FINANCIAL GROUP, LLC holds $2,901,205 across 2 Tobacco names. PM ranks #1 (72.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
11,611 | $2,100,546 | |
| 2 | MO |
Altria Group, Inc.
|
11,128 | $800,659 |
All Filings in PM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,100,546 | 11,611 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,944,067 | 11,758 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,683,879 | 10,498 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,229,800 | 7,582 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,045,972 | 5,743 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $489,523 | 3,084 | Shares | Sole | 2025-10-31 | |
| 2024-12-31 | $388,369 | 3,227 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||