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Moody Lynn & Lieberson’s Philip Morris PM Stock Holding History

Moody Lynn & Lieberson’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 		$330K Sell
1,825
-119
-6% -$20.6K 0.02% 211
2026
Q1 		$321K Buy
1,944
+26
+1% +$4.52K 0.02% 207
2025
Q4 		$308K Sell
1,918
-3
-0.2% -$465 0.02% 216
2025
Q3 		$312K Sell
1,921
-22
-1% -$3.7K 0.02% 213
2025
Q2 		$354K Buy
1,943
+111
+6% +$19.1K 0.02% 200
2025
Q1 		$291K Hold
1,832
– – 0.02% 203
2024
Q4 		$220K Buy
1,832
+23
+1% +$2.9K 0.01% 226
2024
Q3 		$220K Buy
+1,809
New +$210K 0.01% 238
2018
Q2 		– Sell
-2,176
Closed -$216K – 213
2018
Q1 		$216K Hold
2,176
– – 0.03% 193
2017
Q4 		$235K Sell
2,176
-3,827
-64% -$408K 0.03% 201
2017
Q3 		$666K Sell
6,003
-5,370
-47% -$625K 0.08% 133
2017
Q2 		$1.34M Buy
11,373
+366
+3% +$42.4K 0.18% 87
2017
Q1 		$1.24M Buy
11,007
+4,549
+70% +$469K 0.17% 83
2016
Q4 		$591K Buy
6,458
+66
+1% +$6.12K 0.08% 108
2016
Q3 		$621K Sell
6,392
-100
-2% -$10K 0.1% 99
2016
Q2 		$660K Sell
6,492
-121
-2% -$12.1K 0.12% 82
2016
Q1 		$649K Buy
6,613
+82
+1% +$7.52K 0.1% 94
2015
Q4 		$574K Buy
+6,531
New +$567K 0.09% 107
2015
Q3 		– Sell
-2,680
Closed -$215K – 189
2015
Q2 		$215K Buy
+2,680
New +$220K 0.03% 177
2015
Q1 		– Sell
-3,159
Closed -$257K – 199
2014
Q4 		$257K Sell
3,159
-500
-14% -$42.9K 0.04% 173
2014
Q3 		$305K Sell
3,659
-175
-5% -$14.8K 0.05% 146
2014
Q2 		$323K Buy
3,834
+90
+2% +$7.75K 0.04% 146
2014
Q1 		$307K Buy
+3,744
New +$302K 0.04% 160

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
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
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

Moody Lynn & Lieberson's PM Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Philip Morris (PM) stake by 6.1% in Q2 2026, selling an estimated $20.6K and leaving 1,825 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #211.

Moody Lynn & Lieberson first reported a position in PM in Q1 2014 and has held it in 23 quarters since. The position peaked at $1.34M in Q2 2017. 947 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Moody Lynn & Lieberson held 1,825 shares of Philip Morris worth $330K as of Q2 2026.
  • Moody Lynn & Lieberson sold 119 Philip Morris shares in Q2 2026, an estimated $20.6K.
  • Philip Morris made up 0.02% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #211 holding.
  • Moody Lynn & Lieberson first reported a position in Philip Morris in Q1 2014 and has held it in 23 quarters since.
  • Moody Lynn & Lieberson's Philip Morris position peaked at $1.34M in Q2 2017.
  • 947 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.