Pacific Excel Wealth Advisors, Inc.
Position in PM — Philip Morris International Inc.
CIK 2110884
WALNUT CREEK, CA
Position in PM
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$1,060,132
+$767,977 QoQ
Shares Held
5,860
+231.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,383
of 2,919 holders
Holding Since
Mar 2026
2 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, 2026Pacific Excel Wealth Advisors, Inc. holds $1,770,062 across 2 Tobacco names. PM ranks #1 (59.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
5,860 | $1,060,132 | |
| 2 | MO |
Altria Group, Inc.
|
9,867 | $709,930 |
All Filings in PM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,060,132 | 5,860 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $292,155 | 1,767 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||