LRI Investments, LLC
Position in PM — Philip Morris International Inc.
CIK 2023325
PALM BEACH GARDENS, FL
Position in PM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,485,269
+$334,008 QoQ
Shares Held
8,210
+17.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,177
of 2,919 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026LRI Investments, LLC holds $2,087,041 across 3 Tobacco names. PM ranks #1 (71.2% of the industry book) .
All Filings in PM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,485,269 | 8,210 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,151,261 | 6,963 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,097,937 | 6,845 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,300,032 | 8,015 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,465,052 | 8,044 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,243,489 | 7,834 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $841,246 | 6,990 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $848,585 | 6,990 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $637,061 | 6,287 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $567,585 | 6,195 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||