Philip Morris International Inc.
MX ˙ BMV ˙ US7181721090
SecurityMX:PM / Philip Morris International Inc.
InstitutionMark Sheptoff Financial Planning, Llc
Latest Disclosed Ownership148 shares
Latest Disclosed Value $ 25,080
Mark Sheptoff Financial Planning, Llc ownership in PM / Philip Morris International Inc.

On May 11, 2026 - Mark Sheptoff Financial Planning, Llc filed a 13F-HR form disclosing ownership of 148 shares of Philip Morris International Inc. (MX:PM) valued at $25,080 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 148 shares of Philip Morris International Inc.. This represents a change in shares of 0.00% 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)
2026-05-11 2026-03-31 13F PHILIP MORRIS INTERNATIONAL COM NPV 718172109 148 0 0.00 25 8.70 0.0133
2026-02-12 2025-12-31 13F PHILIP MORRIS INTL COM 718172109 148 0 0.00 24 -4.17 0.0113
2025-11-13 2025-09-30 13F PHILIP MORRIS INTL OM 718172109 148 0 0.00 24 -7.69 0.0115
2025-08-06 2025-06-30 13F PHILIP MORRIS INTL COM 718172109 148 0 0.00 27 13.04 0.0144
2025-05-13 2025-03-31 13F PHILIP MORRIS INTL COM 718172109 148 0 0.00 23 35.29 0.0130
2025-02-12 2024-12-31 13F PHILIP MORRIS INTL COM 718172109 148 0 0.00 18 0.00 0.0096
2024-11-14 2024-09-30 13F PHILIP MORRIS INTL COM 718172109 148 0 0.00 18 21.43 0.0095
2024-08-12 2024-06-30 13F PHILIP MORRIS INTL COM 718172109 148 0 0.00 15 7.69 0.0084
2024-05-10 2024-03-31 13F PHILIP MORRIS INTL COM 718172109 148 -20 -11.90 14 -13.33 0.0075
2024-02-09 2023-12-31 13F PHILIP MORRIS INTL COM 718172109 168 -475 -73.87 16 -74.58 0.0095
2023-11-13 2023-09-30 13F PHILIP MORRIS INTL COM 718172109 643 475 282.74 60 268.75 0.0382
2023-08-10 2023-06-30 13F PHILIP MORRIS INTL COM 718172109 168 -150 -47.17 16 -46.67 0.0093
2023-05-11 2023-03-31 13F PHILIP MORRIS INTL COM 718172109 318 0 0.00 31 -6.25 0.0179
2023-02-14 2022-12-31 13F PHILIP MORRIS INTL COM 718172109 318 20 6.71 32 28.00 0.0189
2022-11-09 2022-09-30 13F PHILIP MORRIS INTL COM 718172109 298 298 25 0.0152
2019-05-09 2019-03-31 13F PHILIP MORRIS INTL COM 718172109 0 -51 -100.00 0 -100.00
2019-02-11 2018-12-31 13F PHILIP MORRIS INTL COM 718172109 51 0 0.00 3 -25.00 0.0025
2018-11-13 2018-09-30 13F PHILIP MORRIS INTL COM 718172109 51 0 0.00 4 0.00 0.0027
2018-08-09 2018-06-30 13F PHILIP MORRIS INTL COM 718172109 51 -40 -43.96 4 -55.56 0.0030
2018-05-08 2018-03-31 13F PHILIP MORRIS INTL COM 718172109 91 0 0.00 9 -10.00 0.0062
2018-02-09 2017-12-31 13F PHILIP MORRIS INTL COM 718172109 91 0 0.00 10 0.00 0.0065
2017-11-09 2017-09-30 13F PHILIP MORRIS INTL COM 718172109 91 0 0.00 10 -9.09 0.0067
2017-08-08 2017-06-30 13F PHILIP MORRIS INTL COM 718172109 91 -1 -1.09 11 10.00 0.0076
2017-05-08 2017-03-31 13F PHILIP MORRIS INTL COM 718172109 92 1 1.10 10 25.00 0.0071
2017-02-07 2016-12-31 13F PHILIP MORRIS INTL COM 718172109 91 0 0.00 8 -11.11 0.0059
2016-11-07 2016-09-30 13F PHILIP MORRIS INTL COM 718172109 91 0 0.00 9 0.00 0.0067
2016-08-09 2016-06-30 13F PHILIP MORRIS INTL COM 718172109 91 51 127.50 9 125.00 0.0067
2016-05-09 2016-03-31 13F PHILIP MORRIS INTL COM 718172109 40 0 0.00 4 0.00 0.0033
2016-02-09 2015-12-31 13F PHILIP MORRIS INTL COM 718172109 40 0 0.00 4 33.33 0.0032
2015-11-12 2015-09-30 13F PHILIP MORRIS INTL COM 718172109 40 -26 -39.39 3 -40.00 0.0026
2015-08-05 2015-06-30 13F PHILIP MORRIS INTL COM 718172109 66 26 65.00 5 66.67 0.0040
2015-05-12 2015-03-31 13F PHILIP MORRIS INTL COM 718172109 40 0 0.00 3 0.00 0.0025
2015-02-09 2014-12-31 13F PHILIP MORRIS INTL COM 718172109 40 0 0.00 3 0.00 0.0027
2014-11-12 2014-09-30 13F PHILIP MORRIS INTL COM 718172109 40 0 0.00 3 0.00 0.0027
2014-08-13 2014-06-30 13F PHILIP MORRIS INTL COM 718172109 40 0 0.00 3 0.00 0.0026
2014-05-09 2014-03-31 13F PHILIP MORRIS INTL COM 718172109 40 40 3 0.0027
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.