Catherine Avery Investment Management LLC
Position in PM — Philip Morris International Inc.
CIK 2103454
LONGBOAT KEY, FL
Position in PM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$70,193
+$6,538 QoQ
Shares Held
388
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,745
of 2,919 holders
Holding Since
Dec 2024
7 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, 2026Catherine Avery Investment Management LLC holds $142,143 across 2 Tobacco names. PM ranks #2 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
1,000 | $71,950 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
388 | $70,193 |
All Filings in PM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,193 | 388 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $63,655 | 385 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $61,272 | 382 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $61,473 | 379 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $68,480 | 376 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $59,206 | 373 | Shares | Sole | 2026-01-05 | |
| 2024-12-31 | $44,409 | 369 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||