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Livermore
Livermore
ZHEN

Schrum Private Wealth Management LLC

SEC CIK
0001914987
Latest filing
Aug 10, 2026

PM holding history

Philip Morris International Inc. in every 13F filed by Schrum Private Wealth Management 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)
2,743
Value
$277.9K
% of portfolio
0.3%
Quarters held
19
Since Q4 2021
Holdings of PM by Schrum Private Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,743$277.9K0.3%−789−22.3%ReducedHolders
Q1 20263,532$584.0K0.4%00.0%UnchangedHolders
Q4 20253,532$566.5K0.4%00.0%UnchangedHolders
Q3 20253,532$572.9K0.4%+789+28.8%AddedHolders
Q2 20252,743$499.6K0.4%00.0%UnchangedHolders
Q1 20252,743$435.4K0.4%00.0%UnchangedHolders
Q4 20242,743$330.1K0.3%−2,743−50.0%ReducedHolders
Q3 20245,486$666.0K0.3%+2,743+100.0%AddedHolders
Q2 20242,743$277.9K0.3%−1,033−27.4%ReducedHolders
Q1 20243,776$345.9K0.3%+12+0.3%AddedHolders
Q4 20233,764$354.1K0.5%+11+0.3%AddedHolders
Q3 20233,753$347.4K0.4%+11+0.3%AddedHolders
Q2 20233,742$365.4K0.4%+10+0.3%AddedHolders
Q1 20233,732$363.0K0.4%+9+0.2%AddedHolders
Q4 20223,723$376.8K0.4%+12+0.3%AddedHolders
Q3 20223,711$308.0K0.4%−1,918−34.1%ReducedHolders
Q2 20225,629$556.0K0.6%00.0%UnchangedHolders
Q1 20225,629$561.0K0.6%+9+0.2%AddedHolders
Q4 20215,620$536.0K0.5%–No prior filingHolders