SEC 13F Intelligence

Citadel Investment Advisory, Inc. / PM

Citadel Investment Advisory, Inc.’s Philip Morris Intl Inc Position

Does Citadel Investment Advisory, Inc. own Philip Morris Intl Inc (PM)? Yes — 39.0K shares worth $6M (+3.08% of its 13F portfolio) as of Q1 2026, down from 39.6K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
39.0K
% of Portfolio
+3.08%
Quarters Held
22
currently held

Position History PM

Reported value by quarter
Q4 ’20: $3MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $4MQ3 ’21Q4 ’21: $4MQ1 ’22: $4MQ2 ’22: $4MQ2 ’22Q3 ’22: $3MQ4 ’22: $4MQ1 ’23: $4MQ1 ’23Q2 ’23: $4MQ3 ’23: $4MQ4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ3 ’24: $5MQ3 ’24Q4 ’24: $5MQ1 ’25: $7MQ2 ’25: $7MQ2 ’25Q3 ’25: $6MQ4 ’25: $6MQ1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202639.0K$6M+3.08%
Q4 202539.6K$6M+2.74%
Q3 202539.6K$6M+2.94%
Q2 202539.6K$7M+3.49%
Q1 202541.4K$7M+3.22%
Q4 202441.4K$5M+2.58%
Q3 202441.5K$5M+2.65%
Q2 202441.0K$4M+2.36%
Q1 202441.0K$4M+2.12%
Q4 202341.0K$4M+2.36%
Q3 202341.0K$4M+2.49%
Q2 202341.0K$4M+2.59%
Q1 202340.8K$4M+2.70%
Q4 202240.6K$4M+2.81%
Q3 202240.9K$3M+2.59%
Q2 202240.5K$4M+2.71%
Q1 202241.6K$4M+2.27%
Q4 202142.2K$4M+2.34%
Q3 202142.2K$4M+2.48%
Q2 202142.2K$4M+2.59%
Q1 202142.2K$4M+2.45%
Q4 202042.2K$3M+2.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Citadel Investment Advisory, Inc.’s full portfolio or all institutional holders of PM.