TRED AVON FAMILY WEALTH, LLC
Position in PM — Philip Morris International Inc.
CIK 2094435
EASTON, MD
Position in PM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,531,222
+$131,785 QoQ
Shares Held
8,464
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,162
of 2,919 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026TRED AVON FAMILY WEALTH, LLC holds $1,793,911 across 2 Tobacco names. PM ranks #1 (85.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
8,464 | $1,531,222 | |
| 2 | MO |
Altria Group, Inc.
|
3,651 | $262,689 |
All Filings in PM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,531,222 | 8,464 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,399,437 | 8,464 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,357,946 | 8,466 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,374,645 | 8,475 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||