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LRI Investments’s Philip Morris PM Stock Holding History

LRI Investments’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 		$1.49M Buy
8,210
+1,247
+18% +$216K 0.12% 96
2026
Q1 		$1.15M Buy
6,963
+118
+2% +$20.5K 0.1% 105
2025
Q4 		$1.1M Sell
6,845
-1,170
-15% -$181K 0.09% 108
2025
Q3 		$1.3M Sell
8,015
-29
-0.4% -$4.88K 0.11% 94
2025
Q2 		$1.47M Buy
8,044
+210
+3% +$36.1K 0.12% 74
2025
Q1 		$1.24M Buy
7,834
+844
+12% +$120K 0.12% 84
2024
Q4 		$841K Hold
6,990
– – 0.08% 96
2024
Q3 		$896K Buy
6,990
+703
+11% +$81.7K 0.09% 95
2024
Q2 		$637K Buy
6,287
+92
+1% +$8.99K 0.07% 95
2024
Q1 		$568K Buy
+6,195
New +$571K 0.14% 69

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

LRI Investments's PM Position: Q2 2026 in Review

LRI Investments increased its Philip Morris (PM) stake by 18% in Q2 2026, buying an estimated $216K and bringing the position to 8,210 shares worth $1.49M. The position accounts for 0.12% of the portfolio, ranked #96.

LRI Investments first reported a position in PM in Q1 2024 and has held it in 10 quarters since. 1,325 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • LRI Investments held 8,210 shares of Philip Morris worth $1.49M as of Q2 2026.
  • LRI Investments bought 1,247 Philip Morris shares in Q2 2026, an estimated $216K.
  • Philip Morris made up 0.12% of LRI Investments's portfolio in Q2 2026, its #96 holding.
  • LRI Investments first reported a position in Philip Morris in Q1 2024 and has held it in 10 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.