Philip Morris International Inc.
MX ˙ BMV ˙ US7181721090
SecurityMX:PM / Philip Morris International Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership53,139 shares
Latest Disclosed Value $ 8,785,946
EP Wealth Advisors, Inc. reports 1.70% decrease in ownership of PM / Philip Morris International Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 53,139 shares of Philip Morris International Inc. (MX:PM) valued at $8,785,946 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 54,057 shares of Philip Morris International Inc.. This represents a change in shares of -1.70% 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 53,139 -918 -1.70 8,786 1.33 0.0432
2026-02-18 2025-12-31 13F PHILIP MORRIS INTL COM 718172109 54,057 2,804 5.47 8,671 -7.11 0.0450
2025-08-14 2025-06-30 13F PHILIP MORRIS INTL COM 718172109 51,253 4,146 8.80 9,335 24.84 0.0614
2025-05-15 2025-03-31 13F PHILIP MORRIS INTL COM 718172109 47,107 -476 -1.00 7,477 30.58 0.0597
2025-02-14 2024-12-31 13F PHILIP MORRIS INTL COM 718172109 47,583 3,541 8.04 5,727 7.11 0.0467
2024-11-15 2024-09-30 13F PHILIP MORRIS INTL COM 718172109 44,042 20,350 85.89 5,347 122.75 0.0460
2024-08-19 2024-06-30 13F PHILIP MORRIS INTL COM 718172109 23,692 946 4.16 2,401 15.22 0.0255
2024-05-14 2024-03-31 13F PHILIP MORRIS INTL COM 718172109 22,746 2,820 14.15 2,084 11.15 0.0244
2024-02-28 2023-12-31 13F PHILIP MORRIS INTL COM 718172109 19,926 189 0.96 1,875 2.57 0.0239
2023-11-24 2023-09-30 13F PHILIP MORRIS INTL COM 718172109 19,737 -417,155 -95.48 1,827 -5.78 0.0283
2023-08-14 2023-06-30 13F PHILIP MORRIS INTL COM 718172109 436,892 425,264 3,657.24 1,939 1,878.57 0.0280
2023-06-05 2023-03-31 13F PHILIP MORRIS INTL COM 718172109 11,628 -779 -6.28 98 -92.19 0.0017
2023-06-12 2022-12-31 13F PHILIP MORRIS INTL COM 718172109 12,407 523 4.40 1,256 27.28 0.0226
2022-12-02 2022-09-30 13F PHILIP MORRIS INTL COM 718172109 11,884 -40 -0.34 986 -16.23 0.0224
2022-08-11 2022-06-30 13F PHILIP MORRIS INTL COM 718172109 11,924 -192 -1.58 1,177 3.43 0.0265
2022-05-20 2022-03-31 13F PHILIP MORRIS INTL COM 718172109 12,116 83 0.69 1,138 -0.44 0.0250
2022-02-17 2021-12-31 13F PHILIP MORRIS INTL COM 718172109 12,033 716 6.33 1,143 6.52 0.0270
2021-11-23 2021-09-30 13F/A-1 PHILIP MORRIS INTL COM 718172109 11,317 -1,106 -8.90 1,073 -12.84 0.0294
2021-11-16 2021-09-30 13F PHILIP MORRIS INTL COM 718172109 3,368 -9,055 1,073 0.0294
2021-08-24 2021-06-30 13F PHILIP MORRIS INTL COM 718172109 12,423 3,356 37.01 1,231 52.92 0.0341
2021-05-17 2021-03-31 13F PHILIP MORRIS INTL COM 718172109 9,067 1,100 13.81 805 21.97 0.0256
2021-02-18 2020-12-31 13F PHILIP MORRIS INTL COM 718172109 7,967 -276 -3.35 660 6.80 0.0232
2020-11-17 2020-09-30 13F PHILIP MORRIS INTL COM 718172109 8,243 -652 -7.33 618 -0.80 0.0266
2020-08-14 2020-06-30 13F PHILIP MORRIS INTL COM 718172109 8,895 -2,463 -21.69 623 -24.85 0.0266
2020-05-18 2020-03-31 13F PHILIP MORRIS INTL COM 718172109 11,358 455 4.17 829 -10.67 0.0406
2020-02-14 2019-12-31 13F PHILIP MORRIS INTL COM 718172109 10,903 1,130 11.56 928 25.07 0.0382
2019-11-18 2019-09-30 13F PHILIP MORRIS INTL COM 718172109 9,773 -666 -6.38 742 -9.51 0.0368
2019-08-27 2019-06-30 13F PHILIP MORRIS INTL COM 718172109 10,439 3,067 41.60 820 25.77 0.0512
2019-05-20 2019-03-31 13F PHILIP MORRIS INTL COM 718172109 7,372 -353 -4.57 652 26.36 0.0627
2019-02-15 2018-12-31 13F PHILIP MORRIS INTL COM 718172109 7,725 146 1.93 516 -16.50 0.0398
2018-11-15 2018-09-30 13F PHILIP MORRIS INTL COM 718172109 7,579 616 8.85 618 9.96 0.0483
2018-08-14 2018-06-30 13F PHILIP MORRIS INTL COM 718172109 6,963 -1,743 -20.02 562 -35.03 0.0530
2018-05-15 2018-03-31 13F PHILIP MORRIS INTL COM 718172109 8,706 531 6.50 865 0.12 0.0836
2018-02-15 2017-12-31 13F PHILIP MORRIS INTL COM 718172109 8,175 -1,674 -17.00 864 -20.95 0.0912
2017-11-15 2017-09-30 13F PHILIP MORRIS INTL COM 718172109 9,849 -4,214 -29.97 1,093 -33.84 0.1262
2017-08-17 2017-06-30 13F PHILIP MORRIS INTL COM 718172109 14,063 5,284 60.19 1,652 66.70 0.2025
2017-05-15 2017-03-31 13F PHILIP MORRIS INTL COM 718172109 8,779 -395 -4.31 991 18.12 0.1367
2017-02-15 2016-12-31 13F PHILIP MORRIS INTL COM 718172109 9,174 -3,680 -28.63 839 -32.88 0.1226
2016-11-14 2016-09-30 13F PHILIP MORRIS INTL COM 718172109 12,854 690 5.67 1,250 1.05 0.1953
2016-08-15 2016-06-30 13F PHILIP MORRIS INTL COM 718172109 12,164 -47 -0.38 1,237 3.26 0.1971
2016-05-16 2016-03-31 13F PHILIP MORRIS INTL COM 718172109 12,211 -848 -6.49 1,198 4.36 0.1837
2016-02-16 2015-12-31 13F PHILIP MORRIS INTL COM 718172109 13,059 -110 -0.84 1,148 9.86 0.1930
2015-11-17 2015-09-30 13F PHILIP MORRIS INTL COM 718172109 13,169 237 1.83 1,045 0.87 0.1992
2015-08-14 2015-06-30 13F Philip Morris International Common 718172109 12,932 -1,096 -7.81 1,037 -1.89 0.1943
2015-05-15 2015-03-31 13F Philip Morris Int'l Common 718172109 14,028 3,817 37.38 1,057 26.92 0.1987
2015-02-17 2014-12-31 13F Philip Morris Int'l Common 718172109 10,211 -1,660 -13.98 832 -15.96 0.1371
2014-11-12 2014-09-30 13F Philip Morris Int'l Common 718172109 11,871 3,767 46.48 990 44.95 0.1603
2014-07-25 2014-06-30 13F Philip Morris Int'l Common 718172109 8,104 -1,197 -12.87 683 -10.37 0.1587
2014-05-15 2014-03-31 13F PhilipMorrisInt'l Common 718172109 9,301 228 2.51 762 -3.67 0.2084
2014-02-14 2013-12-31 13F Philip Morris Int'l Common 718172109 9,073 432 5.00 791 5.75 0.2052
2013-11-14 2013-09-30 13F Philip Morris Int'l Common 718172109 8,641 252 3.00 748 2.89 0.2350
2013-08-14 2013-06-30 13F Philip Morris Int'l Common 718172109 8,389 8,389 727 0.2623
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.