PlanVest Financial, Inc
Position in PM — Philip Morris International Inc.
CIK 2135239
GAITHERSBURG, MD
Position in PM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$517,221
+$44,680 QoQ
Shares Held
2,859
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#1,883
of 2,919 holders
Holding Since
Mar 2026
2 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, 2026PlanVest Financial, Inc holds $978,204 across 2 Tobacco names. PM ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
2,859 | $517,221 | |
| 2 | MO |
Altria Group, Inc.
|
6,407 | $460,983 |
All Filings in PM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,221 | 2,859 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $472,541 | 2,858 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||