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Livermore
Livermore
ZHEN

One Wealth Advisors, LLC

SEC CIK
0001725297
Latest filing
Aug 6, 2026

PM holding history

Philip Morris International Inc. in every 13F filed by One Wealth 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)
4,128
Value
$746.8K
% of portfolio
0.1%
Quarters held
17
Since Q2 2021
Holdings of PM by One Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,128$746.8K0.1%+168+4.2%AddedHolders
Q1 20263,960$654.7K0.1%+29+0.7%AddedHolders
Q4 20253,931$630.5K0.1%−420−9.7%ReducedHolders
Q3 20254,351$705.7K0.1%+386+9.7%AddedHolders
Q2 20253,965$722.1K0.1%−102−2.5%ReducedHolders
Q1 20254,067$651.1K0.1%+205+5.3%AddedHolders
Q4 20243,862$464.8K0.1%−102−2.6%ReducedHolders
Q3 20243,964$486.6K0.1%+7+0.2%AddedHolders
Q2 20243,957$459.1K0.1%+112+2.9%AddedHolders
Q1 20243,845$357.3K0.1%+3,845NewHolders
Q1 20230$00.0%−2,431−100.0%Sold outHolders
Q4 20222,431$246.0K0.1%−81−3.2%ReducedHolders
Q3 20222,512$209.0K0.1%−91−3.5%ReducedHolders
Q2 20222,603$257.0K0.1%+93+3.7%AddedHolders
Q1 20222,510$236.0K0.1%+32+1.3%AddedHolders
Q4 20212,478$235.0K0.1%+107+4.5%AddedHolders
Q3 20212,371$225.0K0.1%+42+1.8%AddedHolders
Q2 20212,329$231.0K0.1%+2,329NewHolders