VALLEY WEALTH MANAGERS, INC.

Position in PM — Philip Morris International Inc.

CIK 924166 PARAMUS, NJ

Position in PM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$94,977

+$8,174 QoQ

Shares Held

525

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,711

of 2,919 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

VALLEY WEALTH MANAGERS, INC. holds $146,637 across 2 Tobacco names. PM ranks #1 (64.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc. This page	525	$94,977
2	MO	Altria Group, Inc.	718	$51,660

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$94,977	525	0.0%	Shares	Sole	2026-08-04
2026-03-31	$86,803	525	-20.6%	Shares	Sole	2026-05-06
2025-12-31	$106,024	661	0.0%	Shares	Sole	2026-02-04
2025-09-30	$107,214	661	+196.4%	Shares	Sole	2025-11-03
2025-03-31	$35,396	223	0.0%	Shares	Sole	2025-05-07
2024-12-31	$26,838	223	0.0%	Shares	Sole	2025-01-31
2024-09-30	$27,072	223	+457.5%	Shares	Sole	2024-11-06
2024-06-30	$4,053	40	-92.0%	Shares	Sole	2024-08-08
2022-12-31	$50,605	500	-52.2%	Shares	Defined	2023-02-01
2022-09-30	$86,828	1,046	-8.7%	Shares	Defined	2022-11-09
2022-06-30	$113,156	1,146	-54.4%	Shares	Defined	2022-11-16
2022-03-31	$235,977	2,512	-26.7%	Shares	Other	2022-05-02
2021-12-31	$325,470	3,426	-1.4%	Shares	Sole	2022-02-02
2021-09-30	$329,489	3,476	-6.1%	Shares	Sole	2021-11-01
2021-06-30	$366,706	3,700	-3.3%	Shares	Sole	2021-08-03
2021-03-31	$339,430	3,825	+26.4%	Shares	Sole	2021-04-22
2020-12-31	$250,604	3,027	-9.3%	Shares	Sole	2021-02-02
2020-09-30	$250,316	3,338	-42.6%	Shares	Sole	2020-11-03
2020-06-30	$407,118	5,811	-1.7%	Shares	Sole	2020-07-28
2020-03-31	$431,265	5,911	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.