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LifeSteps Financial’s Philip Morris PM Stock Holding History

LifeSteps Financial’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.1K Buy
+216
New +$37.5K 0.02% 240
2024
Q2 		– Sell
-114
Closed -$10.4K – 317
2024
Q1 		$10.4K Buy
+114
New +$10.5K 0.01% 292

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

LifeSteps Financial's PM Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Philip Morris (PM) in Q2 2026: 216 shares worth $39.1K. The stake represents 0.02% of the portfolio and ranks #240 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in PM as recently as Q1 2024.

LifeSteps Financial first reported a position in PM in Q1 2024 and has held it in 2 quarters since. 1,103 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • LifeSteps Financial held 216 shares of Philip Morris worth $39.1K as of Q2 2026.
  • Philip Morris was a new LifeSteps Financial position in Q2 2026.
  • Philip Morris made up 0.02% of LifeSteps Financial's portfolio in Q2 2026, its #240 holding.
  • LifeSteps Financial first reported a position in Philip Morris in Q1 2024 and has held it in 2 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.