Medallion Wealth Advisors, LLC
Position in PM — Philip Morris International Inc.
CIK 2131139
FARMINGTON, CT
Position in PM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$320,934
+$17,703 QoQ
Shares Held
1,774
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,250
of 2,919 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $646,871 across 3 Tobacco names. PM ranks #1 (49.6% of the industry book) .
All Filings in PM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,934 | 1,774 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $303,231 | 1,834 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $294,012 | 1,833 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $216,048 | 1,332 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $263,176 | 1,445 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $229,204 | 1,444 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $210,130 | 1,746 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||