Philip Morris International Inc.
MX ˙ BMV ˙ US7181721090
SecurityMX:PM / Philip Morris International Inc.
InstitutionAvantax Planning Partners, Inc.
Latest Disclosed Ownership8,391 shares
Latest Disclosed Value $ 1,387,296
Avantax Planning Partners, Inc. reports 23.23% decrease in ownership of PM / Philip Morris International Inc.

On May 4, 2026 - Avantax Planning Partners, Inc. filed a 13F-HR form disclosing ownership of 8,391 shares of Philip Morris International Inc. (MX:PM) valued at $1,387,296 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 10,930 shares of Philip Morris International Inc.. This represents a change in shares of -23.23% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F PHILIP MORRIS INTL COM 718172109 8,391 -2,539 -23.23 1,387 -20.88 0.0381
2026-02-05 2025-12-31 13F PHILIP MORRIS INTL COM 718172109 10,930 112 1.04 1,753 -0.06 0.0490
2025-10-31 2025-09-30 13F PHILIP MORRIS INTL COM 718172109 10,818 47 0.44 1,755 -10.56 0.0503
2025-08-11 2025-06-30 13F PHILIP MORRIS INTL COM 718172109 10,771 -623 -5.47 1,962 8.46 0.0622
2025-04-29 2025-03-31 13F PHILIP MORRIS INTL COM 718172109 11,394 -384 -3.26 1,809 27.59 0.0640
2025-02-07 2024-12-31 13F PHILIP MORRIS INTL COM 718172109 11,778 885 8.12 1,418 7.19 0.0511
2024-11-14 2024-09-30 13F PHILIP MORRIS INTL COM 718172109 10,893 -16 -0.15 1,322 19.64 0.0474
2024-08-09 2024-06-30 13F PHILIP MORRIS INTL COM 718172109 10,909 -359 -3.19 1,105 7.07 0.0355
2024-05-03 2024-03-31 13F PHILIP MORRIS INTL COM 718172109 11,268 2,556 29.34 1,032 26.01 0.0334
2024-02-09 2023-12-31 13F PHILIP MORRIS INTL COM 718172109 8,712 -241 -2.69 820 -1.09 0.0312
2023-11-06 2023-09-30 13F PHILIP MORRIS INTL COM 718172109 8,953 4 0.04 829 -5.15 0.0347
2023-07-18 2023-06-30 13F PHILIP MORRIS INTL COM 718172109 8,949 74 0.83 874 1.16 0.0347
2023-04-21 2023-03-31 13F PHILIP MORRIS INTL COM 718172109 8,875 29 0.33 863 -3.58 0.0351
2023-02-10 2022-12-31 13F PHILIP MORRIS INTL COM 718172109 8,846 -142 -1.58 895 19.97 0.0355
2022-10-14 2022-09-30 13F PHILIP MORRIS INTL COM 718172109 8,988 -19 -0.21 746 -16.09 0.0336
2022-07-18 2022-06-30 13F PHILIP MORRIS INTL COM 718172109 9,007 -1,076 -10.67 889 -6.12 0.0380
2022-05-09 2022-03-31 13F PHILIP MORRIS INTL COM 718172109 10,083 -296 -2.85 947 -3.96 0.0376
2022-01-28 2021-12-31 13F PHILIP MORRIS INTL COM 718172109 10,379 172 1.69 986 1.86 0.0406
2021-10-27 2021-09-30 13F PHILIP MORRIS INTL COM 718172109 10,207 -450 -4.22 968 -8.33 0.0447
2021-08-10 2021-06-30 13F PHILIP MORRIS INTL COM 718172109 10,657 511 5.04 1,056 17.33 0.0495
2021-05-06 2021-03-31 13F PHILIP MORRIS INTL COM 718172109 10,146 85 0.84 900 8.04 0.0464
2021-02-04 2020-12-31 13F PHILIP MORRIS INTL COM 718172109 10,061 -1,084 -9.73 833 -0.36 0.0429
2020-10-28 2020-09-30 13F PHILIP MORRIS INTL COM 718172109 11,145 -300 -2.62 836 4.24 0.0442
2020-07-15 2020-06-30 13F PHILIP MORRIS INTL COM 718172109 11,445 2,646 30.07 802 24.92 0.0453
2020-04-27 2020-03-31 13F PHILIP MORRIS INTL COM 718172109 8,799 -16,690 -65.48 642 -70.40 0.0447
2020-01-15 2019-12-31 13F PHILIP MORRIS INTL COM 718172109 25,489 -1,249 -4.67 2,169 6.85 0.1276
2019-11-08 2019-09-30 13F PHILIP MORRIS INTL COM 718172109 26,738 3,102 13.12 2,030 7.86 0.1247
2019-08-07 2019-06-30 13F PHILIP MORRIS INTL COM 718172109 23,636 2,119 9.85 1,882 -1.05 0.1218
2019-05-08 2019-03-31 13F PHILIP MORRIS INTL COM 718172109 21,517 4,511 26.53 1,902 67.58 0.1320
2019-02-14 2018-12-31 13F PHILIP MORRIS INTL COM 718172109 17,006 -1,453 -7.87 1,135 -24.58 0.0856
2018-11-13 2018-09-30 13F PHILIP MORRIS INTL COM 718172109 18,459 225 1.23 1,505 2.24 0.1205
2018-08-13 2018-06-30 13F PHILIP MORRIS INTL COM 718172109 18,234 2,435 15.41 1,472 -6.24 0.1315
2018-05-15 2018-03-31 13F PHILIP MORRIS INTL COM 718172109 15,799 777 5.17 1,570 -1.07 0.1348
2018-02-09 2017-12-31 13F PHILIP MORRIS INTL COM 718172109 15,022 -6,299 -29.54 1,587 -32.95 0.1453
2017-10-19 2017-09-30 13F PHILIP MORRIS INTL COM 718172109 21,321 1,053 5.20 2,367 -0.55 0.1865
2017-07-27 2017-06-30 13F PHILIP MORRIS INTL COM 718172109 20,268 1,203 6.31 2,380 10.59 0.2005
2017-04-12 2017-03-31 13F PHILIP MORRIS INTL COM 718172109 19,065 674 3.66 2,152 27.87 0.1923
2017-02-09 2016-12-31 13F PHILIP MORRIS INTL COM 718172109 18,391 18,391 1,683 0.1795
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.