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Livermore
Livermore
ZHEN

BKD Wealth Advisors, LLC

SEC CIK
0001352864
Latest filing
Aug 10, 2026

PM holding history

Philip Morris International Inc. in every 13F filed by BKD Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PM overviewAll 13F holders of PMFull Q2 2026 holdings

Shares (Q2 2026)
13,703
Value
$2.48M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PM by BKD Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,703$2.48M<0.1%+893+7.0%AddedHolders
Q1 202612,810$2.12M<0.1%+554+4.5%AddedHolders
Q4 202512,256$1.97M<0.1%−1,091−8.2%ReducedHolders
Q3 202513,347$2.16M<0.1%+592+4.6%AddedHolders
Q2 202512,755$2.32M0.1%+354+2.9%AddedHolders
Q1 202512,401$1.97M<0.1%+4,038+48.3%AddedHolders
Q4 20248,363$1.01M<0.1%−175−2.0%ReducedHolders
Q3 20248,538$1.04M<0.1%−5,093−37.4%ReducedHolders
Q2 202413,631$1.38M<0.1%+2,051+17.7%AddedHolders
Q1 202411,580$1.06M<0.1%+2,407+26.2%AddedHolders
Q4 20239,173$863.0K<0.1%−519−5.4%ReducedHolders
Q3 20239,692$897.3K<0.1%−265−2.7%ReducedHolders
Q2 20239,957$972.0K<0.1%−300−2.9%ReducedHolders
Q1 202310,257$997.5K<0.1%−98−0.9%ReducedHolders
Q4 202210,355$1.05M<0.1%+100+1.0%AddedHolders
Q3 202210,255$851.0K<0.1%−641−5.9%ReducedHolders
Q2 202210,896$1.08M<0.1%+1,426+15.1%AddedHolders
Q1 20229,470$890.0K<0.1%+570+6.4%AddedHolders
Q4 20218,900$846.0K<0.1%−210−2.3%ReducedHolders
Q3 20219,110$864.0K<0.1%+2,627+40.5%AddedHolders
Q2 20216,483$643.0K<0.1%−803−11.0%ReducedHolders
Q1 20217,286$647.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.