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Livermore
Livermore
ZHEN

Cypress Wealth Services, LLC

SEC CIK
0001721527
Latest filing
Jul 10, 2026

PM holding history

Philip Morris International Inc. in every 13F filed by Cypress Wealth Services, 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)
7,052
Value
$1.28M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of PM by Cypress Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,052$1.28M0.2%−754−9.7%ReducedHolders
Q1 20267,806$1.29M0.2%−49−0.6%ReducedHolders
Q4 20257,855$1.26M0.2%+233+3.1%AddedHolders
Q3 20257,622$1.24M0.2%+24+0.3%AddedHolders
Q2 20257,598$1.38M0.2%+112+1.5%AddedHolders
Q1 20257,486$1.19M0.2%+95+1.3%AddedHolders
Q4 20247,391$889.5K0.2%+643+9.5%AddedHolders
Q3 20246,748$819.2K0.2%+89+1.3%AddedHolders
Q2 20246,659$674.8K0.2%+320+5.0%AddedHolders
Q1 20246,339$580.8K0.1%−484−7.1%ReducedHolders
Q4 20236,823$641.9K0.2%+51+0.8%AddedHolders
Q3 20236,772$627.0K0.2%+249+3.8%AddedHolders
Q2 20236,523$645.5K0.2%+2,009+44.5%AddedHolders
Q1 20234,514$439.0K0.1%+267+6.3%AddedHolders
Q4 20224,247$429.8K0.1%+185+4.6%AddedHolders
Q3 20224,062$344.0K0.1%+85+2.1%AddedHolders
Q2 20223,977$393.0K0.1%+862+27.7%AddedHolders
Q1 20223,115$293.0K0.1%+860+38.1%AddedHolders
Q4 20212,255$214.0K0.1%+86+4.0%AddedHolders
Q3 20212,169$206.0K0.1%−6,475−74.9%ReducedHolders
Q2 20218,644$857.0K0.2%−1,332−13.4%ReducedHolders
Q1 20219,976$885.0K0.2%––Holders

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