Skip to main content
Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

PM holding history

Philip Morris International Inc. in every 13F filed by Personal Cfo Solutions, 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)
15,533
Value
$2.83M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of PM by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,533$2.83M0.4%+362+2.4%AddedHolders
Q1 202615,171$2.53M0.4%+482+3.3%AddedHolders
Q4 202514,689$2.36M0.4%+313+2.2%AddedHolders
Q3 202514,376$2.33M0.4%+491+3.5%AddedHolders
Q2 202513,885$2.53M0.5%+7,631+122.0%AddedHolders
Q1 20256,254$992.7K0.2%−383−5.8%ReducedHolders
Q4 20246,637$798.8K0.2%+136+2.1%AddedHolders
Q3 20246,501$789.2K0.1%+135+2.1%AddedHolders
Q2 20246,366$645.1K0.1%−143−2.2%ReducedHolders
Q1 20246,509$596.4K0.1%+491+8.2%AddedHolders
Q4 20236,018$566.2K0.1%−508−7.8%ReducedHolders
Q3 20236,526$604.3K0.1%+158+2.5%AddedHolders
Q2 20236,368$621.7K0.1%+348+5.8%AddedHolders
Q1 20236,020$585.4K0.1%+511+9.3%AddedHolders
Q4 20225,509$557.6K0.1%+1,181+27.3%AddedHolders
Q3 20224,328$359.0K0.1%+166+4.0%AddedHolders
Q2 20224,162$411.0K0.1%+153+3.8%AddedHolders
Q1 20224,009$377.0K0.1%+529+15.2%AddedHolders
Q4 20213,480$331.0K0.1%−1,029−22.8%ReducedHolders
Q3 20214,509$427.0K0.1%+123+2.8%AddedHolders
Q2 20214,386$435.0K0.1%+422+10.6%AddedHolders
Q1 20213,964$352.0K0.1%––Holders

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