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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PM holding history

Philip Morris International Inc. in every 13F filed by Creative Planning, 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)
623,821
Value
$112.9M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PM by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026623,821$112.9M0.1%+53,124+9.3%AddedHolders
Q1 2026570,697$94.4M0.1%+84,879+17.5%AddedHolders
Q4 2025485,818$77.9M0.1%+9,340+2.0%AddedHolders
Q3 2025476,478$77.3M0.1%+7,901+1.7%AddedHolders
Q2 2025468,577$85.3M0.1%+27,374+6.2%AddedHolders
Q1 2025441,203$70.0M0.1%+52,587+13.5%AddedHolders
Q4 2024388,616$46.8M<0.1%+23,067+6.3%AddedHolders
Q3 2024365,549$44.4M<0.1%+19,490+5.6%AddedHolders
Q2 2024346,059$35.1M<0.1%+7,510+2.2%AddedHolders
Q1 2024338,549$31.0M<0.1%+31,219+10.2%AddedHolders
Q4 2023307,330$28.9M0.1%+17,214+5.9%AddedHolders
Q3 2023290,116$26.9M<0.1%+19,134+7.1%AddedHolders
Q2 2023270,982$26.5M<0.1%+3,100+1.2%AddedHolders
Q1 2023267,882$26.1M<0.1%+11,853+4.6%AddedHolders
Q4 2022256,029$25.9M<0.1%−20,261−7.3%ReducedHolders
Q3 2022276,290$22.9M<0.1%+12,006+4.5%AddedHolders
Q2 2022264,284$26.1M<0.1%−2,937−1.1%ReducedHolders
Q1 2022267,221$25.1M<0.1%+61,861+30.1%AddedHolders
Q4 2021205,360$19.5M<0.1%+2,852+1.4%AddedHolders
Q3 2021202,508$19.2M<0.1%+13,833+7.3%AddedHolders
Q2 2021188,675$18.7M<0.1%−56,982−23.2%ReducedHolders
Q1 2021245,657$21.8M<0.1%––Holders

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