EVOLVE PRIVATE WEALTH, LLC
Position in PM — Philip Morris International Inc.
CIK 2111131
LOS ANGELES, CA
Position in PM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,035,890
-$817,406 QoQ
Shares Held
5,726
-48.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,405
of 2,919 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $7,054,817 across 3 Tobacco names. PM ranks #3 (14.7% of the industry book) .
All Filings in PM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,035,890 | 5,726 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,853,296 | 11,209 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,427,880 | 8,902 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||