Ownership history in Lipe & Dalton · 10 quarters on record
This page tracks every 13F SEC filing in which Lipe & Dalton reported a position in Philip Morris Intl Inc (PM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q2 | REDUCED | 395 | -379 | -49.0% | 0.04% | $72K | $178.80 |
| 2018 Q1 | UNCHANGED | 774 | — | 0% | 0.06% | $77K | $66.19 |
| 2017 Q4 | UNCHANGED | 774 | — | 0% | 0.06% | $82K | $69.60 |
| 2017 Q3 | UNCHANGED | 774 | — | 0% | 0.06% | $86K | $72.41 |
| 2017 Q2 | REDUCED | 774 | -550 | -41.5% | 0.06% | $91K | $75.89 |
| 2017 Q1 | UNCHANGED | 1,324 | — | 0% | 0.11% | $149K | $72.32 |
| 2016 Q4 | REDUCED | 1,324 | -400 | -23.2% | 0.09% | $121K | $58.07 |
| 2016 Q2 | UNCHANGED | 1,724 | — | 0% | 0.12% | $175K | $63.18 |
| 2016 Q1 | UNCHANGED | 1,724 | — | 0% | 0.13% | $169K | $60.33 |
| 2015 Q4 | INITIATED | 1,724 | — | — | 0.12% | $152K | $53.49 |
As of 2025 Q4 — sorted by position size