PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in PM — Philip Morris International Inc.
CIK 2145782
WALTHAM, MA
Position in PM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,689,227
+$231,614 QoQ
Shares Held
14,865
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.14%
of 13F equity value
Holder Rank
#905
of 2,919 holders
Holding Since
Jun 2024
9 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $3,764,412 across 3 Tobacco names. PM ranks #1 (71.4% of the industry book) .
All Filings in PM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,689,227 | 14,865 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,457,613 | 14,864 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $2,384,185 | 14,864 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $2,410,940 | 14,864 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $2,706,998 | 14,863 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $2,358,727 | 14,860 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $1,673,466 | 13,905 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $6,070 | 50 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $3,546 | 35 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||