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Livermore
Livermore
ZHEN

Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

PM holding history

Philip Morris International Inc. in every 13F filed by Gradient Investments 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)
1,922
Value
$347.7K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of PM by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,922$347.7K<0.1%−73−3.7%ReducedHolders
Q1 20261,995$329.9K<0.1%−145−6.8%ReducedHolders
Q4 20252,140$343.3K<0.1%−700−24.6%ReducedHolders
Q3 20252,840$460.6K<0.1%+1,539+118.3%AddedHolders
Q2 20251,301$237.0K<0.1%−299−18.7%ReducedHolders
Q1 20251,600$254.0K<0.1%+1,600NewHolders
Q3 20240$00.0%−2,187−100.0%Sold outHolders
Q2 20242,187$221.6K<0.1%+1,415+183.3%AddedHolders
Q1 2024772$70.7K<0.1%−3,365−81.3%ReducedHolders
Q4 20234,137$389.2K<0.1%+153+3.8%AddedHolders
Q3 20233,984$368.8K<0.1%−936−19.0%ReducedHolders
Q2 20234,920$480.3K<0.1%+120+2.5%AddedHolders
Q1 20234,800$466.8K<0.1%−124−2.5%ReducedHolders
Q4 20224,924$498.4K<0.1%−212−4.1%ReducedHolders
Q3 20225,136$426.0K<0.1%+254+5.2%AddedHolders
Q2 20224,882$482.0K<0.1%−668−12.0%ReducedHolders
Q1 20225,550$521.0K<0.1%+455+8.9%AddedHolders
Q4 20215,095$484.0K<0.1%−16−0.3%ReducedHolders
Q3 20215,111$485.0K<0.1%−270−5.0%ReducedHolders
Q2 20215,381$533.0K<0.1%+267+5.2%AddedHolders
Q1 20215,114$454.0K<0.1%––Holders

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