Position in PM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$538,930
+$48,036 QoQ
Shares Held
2,979
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,853
of 2,919 holders
Holding Since
Sep 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, 2026Berman McAleer LLC holds $909,904 across 2 Tobacco names. PM ranks #1 (59.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
2,979 | $538,930 | |
| 2 | MO |
Altria Group, Inc.
|
5,156 | $370,974 |
All Filings in PM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,930 | 2,979 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $490,894 | 2,969 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $481,200 | 3,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $480,923 | 2,965 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||