PDS Planning, Inc

Position in PM — Philip Morris International Inc.

CIK 838618 DUBLIN, OH

Position in PM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,123,632

+$152,591 QoQ

Shares Held

6,211

+5.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,345

of 2,919 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

PDS Planning, Inc holds $2,583,475 across 3 Tobacco names. PM ranks #1 (43.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	6,211	$1,123,632
2	MO	Altria Group, Inc.	12,427	$894,122
3	BTI	British American Tobacco p.l.c.	9,160	$565,721

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,123,632	6,211	+5.8%	Shares	Sole	2026-08-05
2026-03-31	$971,041	5,873	+3.6%	Shares	Sole	2026-04-22
2025-12-31	$909,307	5,669	+0.1%	Shares	Sole	2026-01-26
2025-09-30	$918,700	5,664	-1.8%	Shares	Sole	2025-10-21
2025-06-30	$1,049,979	5,765	+15.7%	Shares	Sole	2025-07-24
2025-03-31	$790,951	4,983	+25.7%	Shares	Sole	2025-04-24
2024-12-31	$476,947	3,963	-3.4%	Shares	Sole	2025-02-10
2024-09-30	$498,225	4,104	+14.7%	Shares	Sole	2024-10-30
2024-06-30	$362,660	3,579	-15.4%	Shares	Sole	2024-08-08
2024-03-31	$387,644	4,231	+3.5%	Shares	Sole	2024-05-01
2023-12-31	$384,504	4,087	+12.8%	Shares	Sole	2024-02-01
2023-09-30	$335,509	3,624	+7.6%	Shares	Sole	2023-10-23
2023-06-30	$328,686	3,367	-15.1%	Shares	Sole	2023-07-21
2023-03-31	$385,596	3,965	+54.9%	Shares	Sole	2023-05-02
2022-12-31	$259,097	2,560	-4.3%	Shares	Sole	2023-01-27
2022-09-30	$222,051	2,675	+4.1%	Shares	Sole	2022-11-02
2022-06-30	$253,761	2,570	+46.4%	Shares	Sole	2022-07-15
2022-03-31	$164,864	1,755	+0.1%	Shares	Sole	2022-04-18
2021-12-31	$166,535	1,753	-13.8%	Shares	Sole	2022-01-25
2021-09-30	$192,802	2,034	—	Shares	Sole	2021-10-22
No filing history on record for this holder in this stock.