Lifeworks Advisors, LLC

Position in PM — Philip Morris International Inc.

CIK 1882132 GRAND RAPIDS, MI

Position in PM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$420,977

-$82,317 QoQ

Shares Held

2,327

-23.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,056

of 2,919 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Lifeworks Advisors, LLC holds $11,596,322 across 2 Tobacco names. PM ranks #2 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MO	Altria Group, Inc.	155,321	$11,175,345
2	PM	Philip Morris International Inc. This page	2,327	$420,977

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$420,977	2,327	-23.6%	Shares	Sole	2026-08-14
2026-03-31	$503,294	3,044	-1.5%	Shares	Sole	2026-05-04
2025-12-31	$495,796	3,091	-52.8%	Shares	Sole	2026-02-13
2025-09-30	$1,061,923	6,547	-1.4%	Shares	Sole	2025-11-12
2025-06-30	$1,208,796	6,637	+3.3%	Shares	Sole	2025-08-05
2025-03-31	$1,019,998	6,426	+27.5%	Shares	Sole	2025-05-06
2024-12-31	$606,443	5,039	+16.9%	Shares	Sole	2025-02-07
2024-09-30	$523,112	4,309	+2.6%	Shares	Sole	2024-11-06
2024-06-30	$425,383	4,198	-15.8%	Shares	Sole	2024-08-13
2024-03-31	$456,908	4,987	+10.3%	Shares	Sole	2024-05-10
2023-12-31	$425,241	4,520	-29.4%	Shares	Sole	2024-02-12
2023-09-30	$592,789	6,403	-12.1%	Shares	Sole	2023-11-01
2023-06-30	$711,259	7,286	-70.6%	Shares	Sole	2023-08-02
2023-03-31	$2,406,062	24,741	-17.1%	Shares	Sole	2023-05-15
2022-12-31	$3,021,725	29,856	+0.9%	Shares	Sole	2023-02-14
2022-09-30	$2,455,518	29,581	+885.4%	Shares	Sole	2022-11-14
2022-06-30	$296,417	3,002	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.