SEC 13F Intelligence

Beverly Hills Private Wealth, LLC / PM

Beverly Hills Private Wealth, LLC’s Philip Morris Intl Inc Position

Does Beverly Hills Private Wealth, LLC own Philip Morris Intl Inc (PM)? Yes57.1K shares worth $9M (+1.57% of its 13F portfolio) as of Q1 2026, down from 58.4K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
57.1K
% of Portfolio
+1.57%
Quarters Held
14
currently held

Position History PM

Reported value by quarter
Q4 ’22: $3MQ4 ’22Q1 ’23: $4MQ2 ’23: $9MQ2 ’23Q3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $5MQ2 ’24: $7MQ2 ’24Q3 ’24: $8MQ4 ’24: $8MQ4 ’24Q1 ’25: $11MQ2 ’25: $11MQ2 ’25Q3 ’25: $10MQ4 ’25: $9MQ4 ’25Q1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202657.1K$9M+1.57%
Q4 202558.4K$9M+1.60%
Q3 202558.8K$10M+1.68%
Q2 202560.3K$11M+2.06%
Q1 202567.9K$11M+2.13%
Q4 202466.7K$8M+1.62%
Q3 202466.9K$8M+1.64%
Q2 202466.7K$7M+1.47%
Q1 202454.7K$5M+1.16%
Q4 202357.7K$5M+1.42%
Q3 202347.3K$4M+1.30%
Q2 202392.8K$9M+1.47%
Q1 202343.4K$4M+1.31%
Q4 202234.5K$3M+1.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beverly Hills Private Wealth, LLC’s full portfolio or all institutional holders of PM.