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Optimist Retirement Group LLC → PM
Optimist Retirement Group LLC PM Position History
Philip Morris International Inc. • Consumer Defensive
Quarters held
5
Latest value
$2.8M
Q3 2026
Peak value
$2.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.2M |
| Q4 2025 | $2.2M |
| Q1 2026 | $2.4M |
| Q2 2026 | $2.6M |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 14.7K | — | — |
| Q2 2026 | $2.6M | 14.4K | — | — |
| Q1 2026 | $2.4M | 14.3K | — | — |
| Q4 2025 | $2.2M | 13.6K | — | — |
| Q3 2025 | $2.2M | 13.9K | — | — |
Other funds holding PM
$10.1B
$10.1B
$9.2B
$5.9B
$5.8B
$4.5B