Lantz Financial’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.84M | Buy |
15,672
+94
| +0.6% | +$16.3K | 0.52% | 47 |
|
|
2026
Q1 | $2.58M | Sell |
15,578
-203
| -1% | -$35.3K | 0.53% | 48 |
|
|
2025
Q4 | $2.53M | Buy |
15,781
+1,020
| +7% | +$158K | 0.53% | 51 |
|
|
2025
Q3 | $2.39M | Buy |
14,761
+11,588
| +365% | +$1.95M | 0.53% | 49 |
|
|
2025
Q2 | $578K | Sell |
3,173
-1,354
| -30% | -$233K | 0.14% | 135 |
|
|
2025
Q1 | $719K | Buy |
4,527
+158
| +4% | +$22.4K | 0.2% | 119 |
|
|
2024
Q4 | $526K | Sell |
4,369
-204
| -4% | -$25.7K | 0.14% | 136 |
|
|
2024
Q3 | $555K | Sell |
4,573
-1,078
| -19% | -$125K | 0.15% | 130 |
|
|
2024
Q2 | $573K | Buy |
5,651
+153
| +3% | +$15K | 0.18% | 116 |
|
|
2024
Q1 | $504K | Buy |
5,498
+73
| +1% | +$6.73K | 0.16% | 127 |
|
|
2023
Q4 | $510K | Buy |
5,425
+33
| +0.6% | +$3.04K | 0.18% | 113 |
|
|
2023
Q3 | $499K | Buy |
5,392
+1
| +0% | +$96 | 0.2% | 109 |
|
|
2023
Q2 | $526K | Buy |
5,391
+31
| +0.6% | +$2.96K | 0.21% | 105 |
|
|
2023
Q1 | $521K | Buy |
5,360
+123
| +2% | +$12.3K | 0.22% | 105 |
|
|
2022
Q4 | $530K | Buy |
5,237
+125
| +2% | +$11.8K | 0.24% | 102 |
|
|
2022
Q3 | $424K | Buy |
5,112
+433
| +9% | +$41.3K | 0.22% | 104 |
|
|
2022
Q2 | $462K | Buy |
4,679
+192
| +4% | +$19.6K | 0.21% | 105 |
|
|
2022
Q1 | $422K | Buy |
4,487
+570
| +15% | +$57K | 0.17% | 111 |
|
|
2021
Q4 | $372K | Buy |
3,917
+419
| +12% | +$39.2K | 0.17% | 112 |
|
|
2021
Q3 | $332K | Sell |
3,498
-39
| -1% | -$3.92K | 0.17% | 116 |
|
|
2021
Q2 | $351K | Buy |
3,537
+131
| +4% | +$12.6K | 0.18% | 109 |
|
|
2021
Q1 | $302K | Buy |
3,406
+310
| +10% | +$26.3K | 0.17% | 105 |
|
|
2020
Q4 | $256K | Buy |
3,096
+48
| +2% | +$3.74K | 0.16% | 106 |
|
|
2020
Q3 | $229K | Buy |
3,048
+53
| +2% | +$4.09K | 0.15% | 106 |
|
|
2020
Q2 | $210K | Sell |
2,995
-493
| -14% | -$35.9K | 0.15% | 106 |
|
|
2020
Q1 | $254K | Sell |
3,488
-16
| -0.5% | -$1.32K | 0.2% | 95 |
|
|
2019
Q4 | $298K | Buy |
3,504
+221
| +7% | +$18.2K | 0.18% | 110 |
|
|
2019
Q3 | $252K | Sell |
3,283
-169
| -5% | -$13.4K | 0.17% | 108 |
|
|
2019
Q2 | $275K | Sell |
3,452
-85
| -2% | -$7.02K | 0.19% | 103 |
|
|
2019
Q1 | $313K | Buy |
+3,537
| New | +$285K | 0.23% | 90 |
|
Other funds holding PM
Lantz Financial's PM Position: Q2 2026 in Review
Lantz Financial increased its Philip Morris (PM) stake by 0.6% in Q2 2026, buying an estimated $16.3K and bringing the position to 15,672 shares worth $2.84M. The position accounts for 0.52% of the portfolio, ranked #47.
Lantz Financial first reported a position in PM in Q1 2019 and has held it in 30 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Lantz Financial held 15,672 shares of Philip Morris worth $2.84M as of Q2 2026.
- Lantz Financial bought 94 Philip Morris shares in Q2 2026, an estimated $16.3K.
- Philip Morris made up 0.52% of Lantz Financial's portfolio in Q2 2026, its #47 holding.
- Lantz Financial first reported a position in Philip Morris in Q1 2019 and has held it in 30 quarters since.
- 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.