LifeSteps Financial, Inc.

Position in PM — Philip Morris International Inc.

CIK 1801373 CLAREMONT, CA

Position in PM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$39,076

+$28,632 QoQ

Shares Held

216

+89.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,797

of 2,919 holders

Holding Since

Mar 2024

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

LifeSteps Financial, Inc. holds $101,171 across 3 Tobacco names. PM ranks #2 (38.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	730	$52,523
2	PM	Philip Morris International Inc. This page	216	$39,076
3	BTI	British American Tobacco p.l.c.	155	$9,572

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,076	216	+89.5%	Shares	Sole	2026-07-17
2024-03-31	$10,444	114	—	Shares	Sole	2024-04-26
No filing history on record for this holder in this stock.