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Legacy Advisors, LLC

SEC CIK
0001720969
Latest filing
Jul 24, 2026

PM holding history

Philip Morris International Inc. in every 13F filed by Legacy Advisors, 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)
5,975
Value
$1.08M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of PM by Legacy Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,975$1.08M0.1%+466+8.5%AddedHolders
Q1 20265,509$918.7K0.1%+430+8.5%AddedHolders
Q4 20255,079$822.2K0.1%+516+11.3%AddedHolders
Q3 20254,563$740.2K0.1%+4,563NewHolders
Q2 20250$00.0%−23,648−100.0%Sold outHolders
Q1 202523,648$3.79M0.4%−2,998−11.3%ReducedHolders
Q4 202426,646$3.21M0.3%+1,108+4.3%AddedHolders
Q3 202425,538$3.10M0.3%+755+3.0%AddedHolders
Q2 202424,783$2.54M0.3%+9,918+66.7%AddedHolders
Q1 202414,865$1.39M0.2%−6,140−29.2%ReducedHolders
Q4 202321,005$2.00M0.3%−6,448−23.5%ReducedHolders
Q3 202327,453$2.58M0.4%−521−1.9%ReducedHolders
Q2 202327,974$2.73M0.4%−240−0.9%ReducedHolders
Q1 202328,214$2.78M0.5%+1,591+6.0%AddedHolders
Q4 202226,623$2.73M0.5%+2,497+10.3%AddedHolders
Q3 202224,126$2.03M0.4%+1,986+9.0%AddedHolders
Q2 202222,140$2.21M0.5%+2,669+13.7%AddedHolders
Q1 202219,471$1.85M0.4%+16,974+679.8%AddedHolders
Q4 20212,497$237.0K0.1%00.0%UnchangedHolders
Q3 20212,497$237.0K0.1%+12+0.5%AddedHolders
Q2 20212,485$246.0K0.1%−592−19.2%ReducedHolders
Q1 20213,077$273.0K0.1%––Holders

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