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Lee Financial’s Philip Morris PM Stock Holding History

Lee 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 		$2.72M Buy
15,014
+539
+4% +$93.5K 0.35% 28
2026
Q1 		$2.4M Sell
14,475
-75
-0.5% -$13K 0.34% 28
2025
Q4 		$2.34M Sell
14,550
-2,108
-13% -$327K 0.32% 29
2025
Q3 		$2.7M Buy
16,658
+293
+2% +$49.3K 0.34% 30
2025
Q2 		$2.98M Buy
16,365
+1,416
+9% +$243K 0.43% 24
2025
Q1 		$2.38M Sell
14,949
-1,859
-11% -$263K 0.36% 27
2024
Q4 		$2.03M Sell
16,808
-275
-2% -$34.7K 0.28% 32
2024
Q3 		$2.08M Buy
17,083
+1,770
+12% +$206K 0.3% 33
2024
Q2 		$1.55M Sell
15,313
-950
-6% -$92.9K 0.25% 39
2024
Q1 		$1.49M Sell
16,263
-268
-2% -$24.7K 0.25% 44
2023
Q4 		$1.56M Sell
16,531
-9
-0.1% -$829 0.27% 38
2023
Q3 		$1.53M Sell
16,540
-1,126
-6% -$108K 0.29% 37
2023
Q2 		$1.73M Hold
17,666
– – 0.3% 34
2023
Q1 		$1.72M Sell
17,666
-2,624
-13% -$261K 0.3% 40
2022
Q4 		$2.05M Sell
20,290
-248
-1% -$23.4K 0.35% 38
2022
Q3 		$1.71M Buy
20,538
+145
+0.7% +$13.8K 0.32% 43
2022
Q2 		$2.01M Sell
20,393
-7
-0% -$714 0.37% 36
2022
Q1 		$1.92M Sell
20,400
-453
-2% -$45.3K 0.34% 37
2021
Q4 		$1.98M Sell
20,853
-35
-0.2% -$3.27K 0.37% 36
2021
Q3 		$1.98M Buy
20,888
+147
+0.7% +$14.8K 0.41% 31
2021
Q2 		$2.06M Buy
20,741
+50
+0.2% +$4.8K 0.44% 32
2021
Q1 		$1.84M Buy
20,691
+1,967
+11% +$167K 0.44% 33
2020
Q4 		$1.55M Sell
18,724
-2,452
-12% -$191K 0.4% 38
2020
Q3 		$1.59M Sell
21,176
-77
-0.4% -$5.94K 0.44% 39
2020
Q2 		$1.49M Sell
21,253
-285
-1% -$20.8K 0.41% 41
2020
Q1 		$1.57M Buy
21,538
+4,322
+25% +$356K 0.52% 32
2019
Q4 		$1.47M Buy
17,216
+1,276
+8% +$105K 0.32% 43
2019
Q3 		$1.21M Buy
15,940
+1,882
+13% +$149K 0.27% 54
2019
Q2 		$1.1M Sell
14,058
-45
-0.3% -$3.72K 0.25% 56
2019
Q1 		$1.25M Buy
14,103
+183
+1% +$14.7K 0.29% 47
2018
Q4 		$929K Sell
13,920
-1,149
-8% -$96K 0.25% 56
2018
Q3 		$1.23M Sell
15,069
-1,722
-10% -$141K 0.3% 48
2018
Q2 		$1.36M Buy
16,791
+2,395
+17% +$203K 0.32% 47
2018
Q1 		$1.43M Buy
14,396
+47
+0.3% +$4.89K 0.36% 44
2017
Q4 		$1.52M Sell
14,349
-354
-2% -$37.7K 0.44% 42
2017
Q3 		$1.63M Sell
14,703
-367
-2% -$42.7K 0.53% 39
2017
Q2 		$1.77M Buy
15,070
+2,409
+19% +$279K 0.65% 27
2017
Q1 		$1.43M Sell
12,661
-945
-7% -$97.5K 0.57% 36
2016
Q4 		$1.24M Buy
+13,606
New +$1.26M 0.7% 35

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Lee Financial's PM Position: Q2 2026 in Review

Lee Financial increased its Philip Morris (PM) stake by 3.7% in Q2 2026, buying an estimated $93.5K and bringing the position to 15,014 shares worth $2.72M. The position accounts for 0.35% of the portfolio, ranked #28.

Lee Financial first reported a position in PM in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.98M in Q2 2025. 734 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Lee Financial held 15,014 shares of Philip Morris worth $2.72M as of Q2 2026.
  • Lee Financial bought 539 Philip Morris shares in Q2 2026, an estimated $93.5K.
  • Philip Morris made up 0.35% of Lee Financial's portfolio in Q2 2026, its #28 holding.
  • Lee Financial first reported a position in Philip Morris in Q4 2016 and has held it in 39 quarters since.
  • Lee Financial's Philip Morris position peaked at $2.98M in Q2 2025.
  • 734 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.