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Livermore
Livermore
ZHEN

Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

PM holding history

Philip Morris International Inc. in every 13F filed by Perigon Wealth Management, 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)
17,739
Value
$3.21M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PM by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,739$3.21M0.1%+1,951+12.4%AddedHolders
Q1 202615,788$2.61M<0.1%+568+3.7%AddedHolders
Q4 202515,220$2.44M<0.1%−1,132−6.9%ReducedHolders
Q3 202516,352$2.65M0.1%+1,025+6.7%AddedHolders
Q2 202515,327$2.79M0.1%+1,240+8.8%AddedHolders
Q1 202514,087$2.24M0.1%+60+0.4%AddedHolders
Q4 202414,027$1.68M<0.1%+2,119+17.8%AddedHolders
Q3 202411,908$1.45M<0.1%+998+9.1%AddedHolders
Q2 202410,910$1.11M<0.1%+204+1.9%AddedHolders
Q1 202410,706$980.9K<0.1%+29+0.3%AddedHolders
Q4 202310,677$1.00M<0.1%+6,067+131.6%AddedHolders
Q3 20234,610$426.8K<0.1%−2,311−33.4%ReducedHolders
Q2 20236,921$675.6K<0.1%+786+12.8%AddedHolders
Q1 20236,135$596.6K<0.1%−528−7.9%ReducedHolders
Q4 20226,663$674.3K<0.1%+1,142+20.7%AddedHolders
Q3 20225,521$458.0K<0.1%+510+10.2%AddedHolders
Q2 20225,011$495.0K<0.1%+370+8.0%AddedHolders
Q1 20224,641$436.0K<0.1%+355+8.3%AddedHolders
Q4 20214,286$407.0K<0.1%+389+10.0%AddedHolders
Q3 20213,897$369.0K<0.1%+403+11.5%AddedHolders
Q2 20213,494$346.0K<0.1%+33+1.0%AddedHolders
Q1 20213,461$307.0K<0.1%––Holders

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