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Livermore
Livermore
ZHEN

Triangle Securities Wealth Management

SEC CIK
0001541353
Latest filing
Jul 14, 2026

PM holding history

Philip Morris International Inc. in every 13F filed by Triangle Securities Wealth Management, 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)
4,888
Value
$884.3K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of PM by Triangle Securities Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,888$884.3K0.2%−242−4.7%ReducedHolders
Q1 20265,130$848.2K0.2%−27−0.5%ReducedHolders
Q4 20255,157$827.2K0.2%−768−13.0%ReducedHolders
Q3 20255,925$961.0K0.2%+566+10.6%AddedHolders
Q2 20255,359$976.0K0.2%−2,013−27.3%ReducedHolders
Q1 20257,372$1.17M0.3%−25−0.3%ReducedHolders
Q4 20247,397$890.2K0.2%−111−1.5%ReducedHolders
Q3 20247,508$911.5K0.2%−1,416−15.9%ReducedHolders
Q2 20248,924$904.3K0.3%−165−1.8%ReducedHolders
Q1 20249,089$832.7K0.2%00.0%UnchangedHolders
Q4 20239,089$855.1K0.3%−37−0.4%ReducedHolders
Q3 20239,126$844.9K0.3%−53−0.6%ReducedHolders
Q2 20239,179$896.1K0.3%−155−1.7%ReducedHolders
Q1 20239,334$907.7K0.3%00.0%UnchangedHolders
Q4 20229,334$944.7K0.3%−45−0.5%ReducedHolders
Q3 20229,379$779.0K0.3%−95−1.0%ReducedHolders
Q2 20229,474$935.0K0.4%−586−5.8%ReducedHolders
Q1 202210,060$945.0K0.3%+1,755+21.1%AddedHolders
Q4 20218,305$789.0K0.2%+55+0.7%AddedHolders
Q3 20218,250$782.0K0.3%−42−0.5%ReducedHolders
Q2 20218,292$822.0K0.3%+42+0.5%AddedHolders
Q1 20218,250$732.0K0.3%––Holders

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