Gerald Baker Financial Group LLC
Position in PM — Philip Morris International Inc.
CIK 2133489
ARLINGTON, TX
Position in PM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,062,947
+$439,049 QoQ
Shares Held
27,986
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
#671
of 2,919 holders
Holding Since
Mar 2026
2 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, 2026Gerald Baker Financial Group LLC holds $8,601,016 across 2 Tobacco names. PM ranks #1 (58.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
27,986 | $5,062,947 | |
| 2 | MO |
Altria Group, Inc.
|
49,174 | $3,538,069 |
All Filings in PM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,062,947 | 27,986 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,623,898 | 27,966 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||