Philip Morris International Inc.
MX ˙ BMV ˙ US7181721090
SecurityMX:PM / Philip Morris International Inc.
InstitutionLiberty Wealth Management Llc
Latest Disclosed Ownership1,904 shares
Latest Disclosed Value $ 314,866
Liberty Wealth Management Llc reports 19.70% decrease in ownership of PM / Philip Morris International Inc.

On May 12, 2026 - Liberty Wealth Management Llc filed a 13F-HR form disclosing ownership of 1,904 shares of Philip Morris International Inc. (MX:PM) valued at $314,866 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 2,371 shares of Philip Morris International Inc.. This represents a change in shares of -19.70% 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)
2026-05-12 2026-03-31 13F PHILIP MORRIS INTL COM 718172109 1,904 -467 -19.70 315 -17.37 0.0393
2026-02-04 2025-12-31 13F PHILIP MORRIS INTL COM 718172109 2,371 144 6.47 380 5.26 0.0491
2025-10-31 2025-09-30 13F PHILIP MORRIS INTL COM 718172109 2,227 -11 -0.49 361 -11.30 0.0509
2025-08-01 2025-06-30 13F PHILIP MORRIS INTL COM 718172109 2,238 119 5.62 408 21.13 0.0639
2025-05-12 2025-03-31 13F/A-1 PHILIP MORRIS INTL COM 718172109 2,119 -174 -7.59 336 22.18 0.0643
2025-05-09 2025-03-31 13F PHILIP MORRIS INTL COM 718172109 14,737 12,444 324 0.0593
2025-02-10 2024-12-31 13F PHILIP MORRIS INTL COM 718172109 2,293 -76 -3.21 276 -4.51 0.0460
2024-11-04 2024-09-30 13F PHILIP MORRIS INTL COM 718172109 2,369 -7,112 -75.01 288 0.0489
2024-08-07 2024-06-30 13F PHILIP MORRIS INTL COM 718172109 9,481 6,895 266.63 0 0.0493
2024-05-03 2024-03-31 13F PHILIP MORRIS INTL COM 718172109 2,586 -177 -6.41 0 0.0463
2024-02-09 2023-12-31 13F PHILIP MORRIS INTL COM 718172109 2,763 211 8.27 0 0.0557
2023-11-13 2023-09-30 13F PHILIP MORRIS INTL COM 718172109 2,552 31 1.23 0 -100.00 0.0587
2023-08-10 2023-06-30 13F PHILIP MORRIS INTL COM 718172109 2,521 -77 -2.96 246 -2.38 0.0608
2023-05-03 2023-03-31 13F PHILIP MORRIS INTL COM 718172109 2,598 4 0.15 253 17.21 0.0521
2022-11-15 2022-09-30 13F PHILIP MORRIS INTL COM 718172109 2,594 2,594 215 0.0573
2022-02-14 2021-12-31 13F PHILIP MORRIS INTL COM 718172109 0 -3,334 -100.00 0 -100.00
2021-11-15 2021-09-30 13F PHILIP MORRIS INTL COM 718172109 3,334 1,416 73.83 324 64.47 0.1156
2021-08-13 2021-06-30 13F/A-1 PHILIP MORRIS INTL COM 718172109 1,918 -284 -12.90 197 13.22 0.0766
2021-08-13 2021-06-30 13F PHILIP MORRIS INTL COM 718172109 197,466 195,264 1,918 0.0585
2021-05-17 2021-03-31 13F PHILIP MORRIS INTERNATIONAL INC COM COM 718172109 2,202 0 0.00 174 0.00 0.0850
2021-02-09 2020-12-31 13F PHILIP MORRIS INTERNATIONAL INC COM COM 718172109 2,202 910 70.43 174 79.38 0.0852
2020-11-05 2020-09-30 13F PHILIP MORRIS INTERNATIONAL INC COM NPV COM 718172109 1,292 193 17.56 97 24.36 0.0572
2020-08-04 2020-06-30 13F PHILIP MORRIS INTERNATIONAL INC COM NPV COM 718172109 1,099 -121 -9.92 78 -12.36 0.0549
2020-04-27 2020-03-31 13F PHILIP MORRIS INTERNATIONAL INC COM NPV COM 718172109 1,220 105 9.42 89 -6.32 0.0777
2020-02-05 2019-12-31 13F PHILIP MORRIS INTERNATIONAL INC COM NPV COM 718172109 1,115 46 4.30 95 17.28 0.0749
2019-10-30 2019-09-30 13F PHILIP MORRIS INTERNATIONAL INC COM NPV COM 718172109 1,069 -114 -9.64 81 -12.90 0.0766
2019-07-30 2019-06-30 13F PHILIP MORRIS INTERNATIONAL INC COM NPV COM 718172109 1,183 355 42.87 93 27.40 0.0816
2019-04-18 2019-03-31 13F PHILIP MORRIS INTERNATIONAL INC COM NPV COM 718172109 828 -260 -23.90 73 1.39 0.0550
2019-03-26 2018-12-31 13F PHILIP MORRIS INTL INC COM COM 718172109 1,088 1,088 72 0.0537
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.