Bought more LO in IRA #1 @ 38.348/sh. Increased my position by 15%-it's currently the largest equity holding in this account overtaking BRK. Also sold the balance of my PEP shares at 75.75/sh to fund half the purchase.
PM has done a little better but LO has done very well relative to the market. Split adjusted this was a $25 stock so we're now earning a 9% dividend based on our cost in the stock. I'll take that any day.