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Livermore
Livermore
ZHEN

CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

PM holding history

Philip Morris International Inc. in every 13F filed by CFM Wealth Partners 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)
89,631
Value
$16.2M
% of portfolio
2.1%
Quarters held
22
Since Q1 2021
Holdings of PM by CFM Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202689,631$16.2M2.1%−3,481−3.7%ReducedHolders
Q1 202693,112$15.4M2.3%+3,481+3.9%AddedHolders
Q4 202589,631$14.4M2.1%00.0%UnchangedHolders
Q3 202589,631$14.5M2.1%00.0%UnchangedHolders
Q2 202589,631$16.3M2.6%00.0%UnchangedHolders
Q1 202589,631$14.2M2.5%+65+0.1%AddedHolders
Q4 202489,566$10.8M1.8%00.0%UnchangedHolders
Q3 202489,566$10.9M1.9%+175+0.2%AddedHolders
Q2 202489,391$9.06M1.7%+300+0.3%AddedHolders
Q1 202489,091$8.16M1.6%+336+0.4%AddedHolders
Q4 202388,755$8.35M1.9%−243−0.3%ReducedHolders
Q3 202388,998$8.24M2.2%+328+0.4%AddedHolders
Q2 202388,670$8.66M2.1%−53−0.1%ReducedHolders
Q1 202388,723$8.63M2.4%00.0%UnchangedHolders
Q4 202288,723$8.98M2.7%−231−0.3%ReducedHolders
Q3 202288,954$7.38M2.4%00.0%UnchangedHolders
Q2 202288,954$8.78M2.6%+665+0.8%AddedHolders
Q1 202288,289$8.29M2.0%+52+0.1%AddedHolders
Q4 202188,237$8.45M1.9%+984+1.1%AddedHolders
Q3 202187,253$8.27M2.1%+201+0.2%AddedHolders
Q2 202187,052$8.63M2.3%00.0%UnchangedHolders
Q1 202187,052$7.72M2.3%––Holders

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