SIMA Wealth Partners, LLC

Position in PM — Philip Morris International Inc.

CIK 2135539 NORTH CHESTERFIELD, VA

Position in PM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$781,893

+$40,840 QoQ

Shares Held

4,322

-3.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

16.79%

of 13F equity value

Holder Rank

#1,578

of 2,919 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

SIMA Wealth Partners, LLC holds $1,082,446 across 3 Tobacco names. PM ranks #1 (72.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	4,322	$781,893
2	MO	Altria Group, Inc.	3,997	$287,584
3	BTI	British American Tobacco p.l.c.	210	$12,969

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$781,893	4,322	-3.6%	Shares	Sole	2026-07-28
2026-03-31	$741,053	4,482	+0.7%	Shares	Sole	2026-05-15
2025-12-31	$714,100	4,452	-1.8%	Shares	Sole	2026-05-28
2025-09-30	$735,090	4,532	-3.0%	Shares	Sole	2026-05-28
2025-06-30	$850,911	4,672	-39.5%	Shares	Sole	2026-06-15
2025-03-31	$1,225,554	7,721	+0.5%	Shares	Sole	2026-06-15
2024-12-31	$925,010	7,686	+473.6%	Shares	Sole	2026-06-15
2024-09-30	$162,676	1,340	0.0%	Shares	Sole	2026-06-15
2024-06-30	$135,782	1,340	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.