Philip Morris International shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Philip Morris International (PM) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Philip Morris International
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Quarterly reported holdings in Philip Morris International by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $928k | 5.7k | 162.21 |
| 2025-06-30 | $1.0M | 5.7k | 182.12 |
| 2025-03-31 | $906k | 5.7k | 158.73 |
| 2024-12-31 | $685k | 5.7k | 120.36 |
| 2024-09-30 | $702k | 5.8k | 121.41 |
| 2024-06-30 | $585k | 5.8k | 101.33 |
| 2024-03-31 | $528k | 5.8k | 91.63 |
| 2023-12-31 | $540k | 5.7k | 94.09 |
| 2023-09-30 | $531k | 5.7k | 92.58 |
| 2023-06-30 | $549k | 5.6k | 97.61 |
| 2023-03-31 | $549k | 5.6k | 97.26 |
| 2022-12-31 | $571k | 5.6k | 101.22 |
| 2022-09-30 | $465k | 5.6k | 83.01 |
| 2022-06-30 | $552k | 5.6k | 98.73 |
| 2022-03-31 | $524k | 5.6k | 93.94 |
| 2021-12-31 | $529k | 5.6k | 95.01 |
| 2021-09-30 | $528k | 5.6k | 94.79 |
| 2021-06-30 | $551k | 5.6k | 99.10 |
| 2021-03-31 | $469k | 5.3k | 88.74 |
| 2020-12-31 | $437k | 5.3k | 82.78 |
| 2020-09-30 | $380k | 5.1k | 74.99 |
| 2020-06-30 | $354k | 5.1k | 70.06 |
| 2020-03-31 | $368k | 5.0k | 72.95 |
| 2019-12-31 | $481k | 5.7k | 85.08 |