Philip Morris International Inc.
MX ˙ BMV ˙ US7181721090
SecurityMX:PM / Philip Morris International Inc.
InstitutionSpartan Planning & Wealth Management
Latest Disclosed Ownership2,059 shares
Latest Disclosed Value $ 340,430
Spartan Planning & Wealth Management reports 22.34% increase in ownership of PM / Philip Morris International Inc.

On April 16, 2026 - Spartan Planning & Wealth Management filed a 13F-HR form disclosing ownership of 2,059 shares of Philip Morris International Inc. (MX:PM) valued at $340,430 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 1,683 shares of Philip Morris International Inc.. This represents a change in shares of 22.34% 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)
2026-04-16 2026-03-31 13F PHILIP MORRIS INTL COM 718172109 2,059 376 22.34 340 26.39 0.2518
2026-01-08 2025-12-31 13F PHILIP MORRIS INTL COM 718172109 1,683 -280 -14.26 270 -15.41 0.1992
2025-10-14 2025-09-30 13F PHILIP MORRIS INTL COM 718172109 1,963 -1,339 -40.55 318 -47.09 0.2487
2025-07-17 2025-06-30 13F PHILIP MORRIS INTL COM 718172109 3,302 383 13.12 601 29.81 0.5151
2025-04-08 2025-03-31 13F PHILIP MORRIS INTL COM 718172109 2,919 -463 -13.69 463 13.76 0.4490
2025-01-07 2024-12-31 13F PHILIP MORRIS INTL COM 718172109 3,382 3,380 169,000.00 407 0.3718
2024-03-12 2023-12-31 13F PHILIP MORRIS INTL COM 718172109 2 0 0.00 0 0.0002
2023-11-17 2023-09-30 13F PHILIP MORRIS INTL COM 718172109 2 -817 -99.76 0 -100.00 0.0002
2023-02-01 2022-12-31 13F PHILIP MORRIS INTL COM 718172109 819 819 83 0.1033
2022-11-01 2022-09-30 13F PHILIP MORRIS INTL COM 718172109 0 -1,316 -100.00 0 -100.00
2022-08-10 2022-06-30 13F PHILIP MORRIS INTL COM 718172109 1,316 842 177.64 130 188.89 0.1735
2022-05-16 2022-03-31 13F PHILIP MORRIS INTL COM 718172109 474 474 45 0.0563
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.