Heritage Wealth Advisors / 4I1
Heritage Wealth Advisors’s Philip Morris Intl Inc Position
Does Heritage Wealth Advisors own Philip Morris Intl Inc (4I1)? Yes — 65.5K shares worth $11M (+0.42% of its 13F portfolio) as of Q1 2026, down from 75.0K shares the prior filed quarter.
Position Value
$11M
Q1 2026
Shares
65.5K
% of Portfolio
+0.42%
Quarters Held
30
currently held
Position History 4I1
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 65.5K | $11M | +0.42% |
| Q4 2025 | 75.0K | $12M | +0.46% |
| Q3 2025 | 76.4K | $12M | +0.54% |
| Q2 2025 | 76.4K | $14M | +0.66% |
| Q1 2025 | 78.6K | $12M | +0.63% |
| Q4 2024 | 78.9K | $9M | +0.47% |
| Q3 2024 | 80.6K | $10M | +0.46% |
| Q2 2024 | 83.9K | $9M | +0.38% |
| Q1 2024 | 82.6K | $8M | +0.35% |
| Q4 2023 | 83.3K | $8M | +0.39% |
| Q3 2023 | 84.6K | $8M | +0.43% |
| Q2 2023 | 85.3K | $8M | +0.44% |
| Q1 2023 | 62.6K | $6M | +0.34% |
| Q4 2022 | 64.0K | $6M | +0.38% |
| Q3 2022 | 64.2K | $5M | +0.39% |
| Q2 2022 | 63.3K | $6M | +0.43% |
| Q1 2022 | 64.3K | $6M | +0.33% |
| Q4 2021 | 67.3K | $6.4B | +0.35% |
| Q3 2021 | 67.0K | $6.4B | +0.39% |
| Q2 2021 | 66.2K | $6.6B | +0.40% |
| Q1 2021 | 66.5K | $5.9B | +0.36% |
| Q4 2020 | 74.8K | $6M | +0.39% |
| Q3 2020 | 69.3K | $5.2B | +0.67% |
| Q2 2020 | 68.7K | $4.8B | +0.67% |
| Q1 2020 | 68.4K | $5.0B | +0.89% |
| Q4 2019 | 69.2K | $5.9B | +0.78% |
| Q3 2019 | 67.3K | $5M | +0.75% |
| Q2 2019 | 69.1K | $5.4B | +0.83% |
| Q1 2019 | 69.8K | $6.2B | +1.01% |
| Q4 2018 | 69.7K | $5M | +0.91% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Heritage Wealth Advisors’s full portfolio or all institutional holders of 4I1.