Position in PM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,045
-$11,622 QoQ
Shares Held
50
-60.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,867
of 2,919 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026CrossGen Wealth, LLC holds $138,555 across 2 Tobacco names. PM ranks #2 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
1,800 | $129,510 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
50 | $9,045 |
All Filings in PM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,045 | 50 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $20,667 | 125 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $19,889 | 124 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||