Philip Morris International Inc.
MX ˙ BMV ˙ US7181721090
SecurityMX:PM / Philip Morris International Inc.
InstitutionInstitute for Wealth Management, LLC.
Latest Disclosed Ownership2,591 shares
Latest Disclosed Value $ 428,396
Institute for Wealth Management, LLC. reports 0.74% increase in ownership of PM / Philip Morris International Inc.

On May 14, 2026 - Institute for Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 2,591 shares of Philip Morris International Inc. (MX:PM) valued at $428,396 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 2,572 shares of Philip Morris International Inc.. This represents a change in shares of 0.74% 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)
2026-05-14 2026-03-31 13F PHILIP MORRIS INTL COM 718172109 2,591 19 0.74 428 3.88 0.0456
2026-01-27 2025-12-31 13F PHILIP MORRIS INTL COM 718172109 2,572 437 20.47 413 19.08 0.0437
2025-10-17 2025-09-30 13F PHILIP MORRIS INTL COM 718172109 2,135 58 2.79 346 -8.47 0.0361
2025-07-18 2025-06-30 13F PHILIP MORRIS INTL COM 718172109 2,077 0 0.00 378 14.89 0.0422
2025-04-21 2025-03-31 13F PHILIP MORRIS INTL COM 718172109 2,077 0 0.00 330 32.13 0.0423
2025-01-23 2024-12-31 13F PHILIP MORRIS INTL COM 718172109 2,077 -713 -25.56 250 -26.33 0.0313
2024-11-12 2024-09-30 13F PHILIP MORRIS INTL COM 718172109 2,790 0 0.00 339 19.86 0.0427
2024-07-25 2024-06-30 13F PHILIP MORRIS INTL COM 718172109 2,790 43 1.57 283 12.35 0.0379
2024-04-30 2024-03-31 13F PHILIP MORRIS INTL COM 718172109 2,747 162 6.27 252 3.29 0.0324
2024-01-31 2023-12-31 13F PHILIP MORRIS INTL COM 718172109 2,585 0 0.00 243 1.67 0.0395
2023-10-13 2023-09-30 13F PHILIP MORRIS INTL COM 718172109 2,585 -24 -0.92 239 -5.91 0.0432
2023-07-25 2023-06-30 13F PHILIP MORRIS INTL COM 718172109 2,609 0 0.00 255 0.40 0.0430
2023-04-20 2023-03-31 13F PHILIP MORRIS INTL COM 718172109 2,609 0 0.00 254 -4.17 0.0485
2023-02-02 2022-12-31 13F PHILIP MORRIS INTL COM 718172109 2,609 -4 -0.15 264 21.66 0.0555
2022-10-18 2022-09-30 13F PHILIP MORRIS INTL COM 718172109 2,613 0 0.00 217 -15.89 0.0487
2022-07-25 2022-06-30 13F PHILIP MORRIS INTL COM 718172109 2,613 -23 -0.87 258 4.03 0.0507
2022-04-29 2022-03-31 13F PHILIP MORRIS INTL COM 718172109 2,636 0 0.00 248 -0.80 0.0401
2022-01-21 2021-12-31 13F PHILIP MORRIS INTL COM 718172109 2,636 23 0.88 250 0.81 0.0407
2021-11-15 2021-09-30 13F PHILIP MORRIS INTL COM 718172109 2,613 0 0.00 248 -4.25 0.0435
2021-07-21 2021-06-30 13F PHILIP MORRIS INTL COM 718172109 2,613 0 0.00 259 11.64 0.0455
2021-05-04 2021-03-31 13F PHILIP MORRIS INTL COM 718172109 2,613 -253 -8.83 232 -2.11 0.0441
2021-02-01 2020-12-31 13F PHILIP MORRIS INTL COM 718172109 2,866 -945 -24.80 237 -17.13 0.0471
2020-11-03 2020-09-30 13F PHILIP MORRIS INTL COM 718172109 3,811 3,811 286 0.0653
2020-07-30 2020-06-30 13F PHILIP MORRIS INTL COM 718172109 0 -2,829 -100.00 0 -100.00
2020-04-29 2020-03-31 13F PHILIP MORRIS INTL COM 718172109 2,829 124 4.58 206 -10.43 0.0635
2020-02-27 2019-12-31 13F/A-1 PHILIP MORRIS INTL COM 718172109 2,705 -1 -0.04 230 11.65 0.0519
2020-01-27 2019-12-31 13F PHILIP MORRIS INTL COM 718172109 230 -2,476 230 53,410.6162
2019-10-28 2019-09-30 13F PHILIP MORRIS INTL COM 718172109 2,706 -2,117 -43.89 206 -45.65 0.0519
2019-08-02 2019-06-30 13F PHILIP MORRIS INTL COM 718172109 4,823 -22 -0.45 379 -11.66 0.0839
2019-05-15 2019-03-31 13F PHILIP MORRIS INTL COM 718172109 4,845 4,845 429 0.0933
2017-11-14 2017-09-30 13F PHILIP MORRIS INTL COM 718172109 0 -6,457 -100.00 0 -100.00
2017-08-14 2017-06-30 13F PHILIP MORRIS INTL COM 718172109 6,457 6,457 757 0.2083
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.