Lodestone Wealth Management LLC

Position in PM — Philip Morris International Inc.

CIK 1950158 SPOKANE, WA

Position in PM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$238,077

+$17,679 QoQ

Shares Held

1,316

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#2,498

of 2,919 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Lodestone Wealth Management LLC holds $386,789 across 3 Tobacco names. PM ranks #1 (61.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	1,316	$238,077
2	MO	Altria Group, Inc.	2,042	$146,921
3	BTI	British American Tobacco p.l.c.	29	$1,791

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$238,077	1,316	-1.3%	Shares	Sole	2026-07-24
2026-03-31	$220,398	1,333	+0.3%	Shares	Sole	2026-05-01
2025-12-31	$213,171	1,329	+0.2%	Shares	Sole	2026-01-15
2025-09-30	$215,077	1,326	+5.7%	Shares	Sole	2025-10-24
2025-06-30	$228,573	1,255	—	Shares	Sole	2025-08-12
No filing history on record for this holder in this stock.