MO PHILIP MORRIS COMMON

Ownership history in LYNCH & ASSOCIATES/IN  ·  105 quarters on record

AI Ownership Summary

LYNCH & ASSOCIATES/IN reported PHILIP MORRIS COMMON (MO) in 105 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.39% in 2025 Q3. The latest visible filing shows MO at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LYNCH & ASSOCIATES/IN's position in PHILIP MORRIS COMMON, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MO was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LYNCH & ASSOCIATES/IN held MO — position size vs. price
% of Fund (quarterly)    MO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 29,089 -286 -1.0% 0.36% $1.9M 2026-04-08 $66.80
2025 Q4 REDUCED 29,375 -1,338 -4.4% 0.32% $1.7M 2026-01-07 $53.82
2025 Q3 REDUCED 30,713 -305 -1.0% 0.39% $2.0M 2025-10-07 $64.37
2025 Q2 ADDED 31,018 +871 +2.9% 0.37% $1.8M 2025-07-15 $55.58
2025 Q1 REDUCED 30,147 -1,280 -4.1% 0.39% $1.8M 2025-04-17 $54.34
2024 Q4 ADDED 31,427 +1,914 +6.5% 0.36% $1.6M 2025-01-10 $46.69
2024 Q3 ADDED 29,513 +850 +3.0% 0.32% $1.5M 2024-10-15 $44.92
2024 Q2 REDUCED 28,663 -486 -1.7% 0.29% $1.3M 2024-08-06 $43.69
2024 Q1 REDUCED 29,149 -2,090 -6.7% 0.29% $1.3M 2024-04-09 $36.38
2023 Q4 REDUCED 31,239 -317 -1.0% 0.31% $1.3M 2024-01-08 $35.42
95 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LYNCH & ASSOCIATES/IN and MO

These are the practical questions this page is built to answer before you even open the full history table.

How long has LYNCH & ASSOCIATES/IN reported owning MO?

LYNCH & ASSOCIATES/IN reported MO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MO position in LYNCH & ASSOCIATES/IN's portfolio?

The largest reported portfolio weight for MO was 0.39% in 2025 Q3.

What is the latest reported MO position on this page?

The most recent filing on this page is 2026 Q1, when LYNCH & ASSOCIATES/IN reported 29,089 shares, equal to 0.36% of portfolio, with an estimated market value of $1.9M.

What does the chart on this MO ownership page compare?

The chart compares LYNCH & ASSOCIATES/IN's quarterly MO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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