Position in PM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$71,640
+$6,166 QoQ
Shares Held
396
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,742
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, 2026Wellington Grp LLC holds $107,686 across 2 Tobacco names. PM ranks #1 (66.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
396 | $71,640 | |
| 2 | MO |
Altria Group, Inc.
|
501 | $36,046 |
All Filings in PM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,640 | 396 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $65,474 | 396 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $77,794 | 485 | Shares | Sole | 2026-05-22 | |
| No filing history on record for this holder in this stock. | ||||||