LAUREL OAK WEALTH MANAGEMENT, LLC
Position in PM — Philip Morris International Inc.
CIK 2111403
MARLTON, NJ
Position in PM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$617,264
+$14,435 QoQ
Shares Held
3,412
-6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,758
of 2,919 holders
Holding Since
Dec 2025
3 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, 2026LAUREL OAK WEALTH MANAGEMENT, LLC holds $1,338,430 across 3 Tobacco names. PM ranks #1 (46.1% of the industry book) .
All Filings in PM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $617,264 | 3,412 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $602,829 | 3,646 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $580,327 | 3,618 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||