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Lynch & Associates’s Philip Morris PM Stock Holding History

Lynch & Associates’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 		$2.76M Sell
15,282
-35
-0.2% -$6.07K 0.48% 57
2026
Q1 		$2.53M Buy
15,317
+135
+0.9% +$23.5K 0.48% 53
2025
Q4 		$2.44M Sell
15,182
-205
-1% -$31.8K 0.46% 55
2025
Q3 		$2.5M Sell
15,387
-717
-4% -$121K 0.48% 53
2025
Q2 		$2.93M Sell
16,104
-350
-2% -$60.1K 0.59% 47
2025
Q1 		$2.61M Buy
16,454
+27
+0.2% +$3.82K 0.56% 48
2024
Q4 		$1.98M Buy
16,427
+204
+1% +$25.7K 0.43% 58
2024
Q3 		$1.97M Sell
16,223
-100
-0.6% -$11.6K 0.42% 59
2024
Q2 		$1.65M Buy
16,323
+205
+1% +$20K 0.37% 60
2024
Q1 		$1.48M Sell
16,118
-825
-5% -$76.1K 0.34% 64
2023
Q4 		$1.59M Sell
16,943
-399
-2% -$36.8K 0.39% 61
2023
Q3 		$1.61M Buy
17,342
+161
+0.9% +$15.5K 0.42% 55
2023
Q2 		$1.68M Sell
17,181
-24
-0.1% -$2.29K 0.43% 55
2023
Q1 		$1.67M Sell
17,205
-208
-1% -$20.7K 0.44% 53
2022
Q4 		$1.76M Buy
17,413
+221
+1% +$20.9K 0.46% 51
2022
Q3 		$1.43M Buy
17,192
+227
+1% +$21.6K 0.42% 55
2022
Q2 		$1.68M Buy
16,965
+146
+0.9% +$14.9K 0.46% 52
2022
Q1 		$1.58M Buy
16,819
+187
+1% +$18.7K 0.38% 59
2021
Q4 		$1.58M Sell
16,632
-210
-1% -$19.6K 0.37% 59
2021
Q3 		$1.6M Buy
16,842
+253
+2% +$25.4K 0.41% 59
2021
Q2 		$1.64M Buy
16,589
+611
+4% +$58.6K 0.42% 58
2021
Q1 		$1.42M Buy
15,978
+467
+3% +$39.7K 0.38% 59
2020
Q4 		$1.28M Sell
15,511
-49
-0.3% -$3.81K 0.35% 59
2020
Q3 		$1.17M Buy
15,560
+732
+5% +$56.5K 0.35% 57
2020
Q2 		$1.04M Buy
14,828
+2
+0% +$146 0.34% 57
2020
Q1 		$1.08M Buy
14,826
+391
+3% +$32.2K 0.4% 53
2019
Q4 		$1.23M Sell
14,435
-363
-2% -$29.9K 0.35% 55
2019
Q3 		$1.12M Buy
14,798
+551
+4% +$43.7K 0.34% 55
2019
Q2 		$1.12M Sell
14,247
-1,182
-8% -$97.6K 0.36% 54
2019
Q1 		$1.36M Sell
15,429
-8
-0.1% -$644 0.45% 49
2018
Q4 		$1.03M Buy
15,437
+551
+4% +$46K 0.39% 53
2018
Q3 		$1.21M Sell
14,886
-1,201
-7% -$98.6K 0.41% 54
2018
Q2 		$1.3M Sell
16,087
-489
-3% -$41.5K 0.47% 52
2018
Q1 		$1.65M Sell
16,576
-762
-4% -$79.4K 0.63% 47
2017
Q4 		$1.83M Sell
17,338
-271
-2% -$28.9K 0.69% 48
2017
Q3 		$1.96M Buy
17,609
+526
+3% +$61.2K 0.78% 45
2017
Q2 		$2.01M Buy
17,083
+331
+2% +$38.3K 0.79% 45
2017
Q1 		$1.89M Sell
16,752
-20
-0.1% -$2.06K 0.77% 45
2016
Q4 		$1.53M Sell
16,772
-888
-5% -$82.3K 0.65% 51
2016
Q3 		$1.72M Buy
17,660
+374
+2% +$37.5K 0.76% 45
2016
Q2 		$1.76M Buy
17,286
+37
+0.2% +$3.69K 0.79% 43
2016
Q1 		$1.69M Buy
17,249
+926
+6% +$84.9K 0.8% 43
2015
Q4 		$1.44M Buy
16,323
+128
+0.8% +$11.1K 0.74% 46
2015
Q3 		$1.28M Buy
16,195
+452
+3% +$37.2K 0.71% 46
2015
Q2 		$1.26M Sell
15,743
-21
-0.1% -$1.73K 0.66% 47
2015
Q1 		$1.19M Sell
15,764
-299
-2% -$24.3K 0.63% 50
2014
Q4 		$1.31M Buy
16,063
+1,001
+7% +$86K 0.7% 45
2014
Q3 		$1.26M Buy
15,062
+23
+0.2% +$1.95K 0.71% 44
2014
Q2 		$1.27M Sell
15,039
-339
-2% -$29.2K 0.72% 46
2014
Q1 		$1.26M Sell
15,378
-4,155
-21% -$336K 0.74% 44
2013
Q4 		$1.7M Buy
19,533
+1,024
+6% +$89.4K 1.02% 33
2013
Q3 		$1.6M Sell
18,509
-180
-1% -$15.7K 1.07% 31
2013
Q2 		$1.62M Buy
+18,689
New +$1.74M 1.12% 29

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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Lynch & Associates's PM Position: Q2 2026 in Review

Lynch & Associates reduced its Philip Morris (PM) stake by 0.23% in Q2 2026, selling an estimated $6.07K and leaving 15,282 shares worth $2.76M. The position accounts for 0.48% of the portfolio, ranked #57.

Lynch & Associates first reported a position in PM in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.93M in Q2 2025. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Lynch & Associates held 15,282 shares of Philip Morris worth $2.76M as of Q2 2026.
  • Lynch & Associates sold 35 Philip Morris shares in Q2 2026, an estimated $6.07K.
  • Philip Morris made up 0.48% of Lynch & Associates's portfolio in Q2 2026, its #57 holding.
  • Lynch & Associates first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
  • Lynch & Associates's Philip Morris position peaked at $2.93M in Q2 2025.
  • 508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.