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Napa Wealth Management

SEC CIK
0001602844
Latest filing
Nov 12, 2025

PM holding history

Philip Morris International Inc. in every 13F filed by Napa 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 Q3 2025 holdings

Shares (Q3 2025)
1,512
Value
$245.2K
% of portfolio
0.1%
Quarters held
3
Since Q1 2025
Holdings of PM by Napa Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20251,512$245.2K0.1%−13,954−90.2%ReducedHolders
Q2 202515,466$2.82M1.3%+13,954+922.9%AddedHolders
Q1 20251,512$240.0K0.1%+1,512NewHolders