Kayne Anderson Rudnick Investment Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.69M | Buy |
9,316
+6,116
| +191% | +$1.06M | 0.01% | 357 |
|
|
2026
Q1 | $529K | Sell |
3,200
-895
| -22% | -$156K | ﹤0.01% | 433 |
|
|
2025
Q4 | $657K | Sell |
4,095
-1,425
| -26% | -$221K | ﹤0.01% | 424 |
|
|
2025
Q3 | $895K | Sell |
5,520
-2,581
| -32% | -$434K | ﹤0.01% | 393 |
|
|
2025
Q2 | $1.48M | Sell |
8,101
-4,427
| -35% | -$760K | ﹤0.01% | 343 |
|
|
2025
Q1 | $1.99M | Sell |
12,528
-5,598
| -31% | -$793K | ﹤0.01% | 340 |
|
|
2024
Q4 | $2.18M | Sell |
18,126
-1,773
| -9% | -$224K | 0.01% | 332 |
|
|
2024
Q3 | $2.42M | Sell |
19,899
-3,160
| -14% | -$367K | 0.01% | 327 |
|
|
2024
Q2 | $2.34M | Sell |
23,059
-18,445
| -44% | -$1.8M | 0.01% | 323 |
|
|
2024
Q1 | $3.8M | Sell |
41,504
-4,470
| -10% | -$412K | 0.01% | 302 |
|
|
2023
Q4 | $4.33M | Sell |
45,974
-3,457
| -7% | -$318K | 0.01% | 297 |
|
|
2023
Q3 | $4.58M | Sell |
49,431
-464
| -0.9% | -$44.7K | 0.01% | 294 |
|
|
2023
Q2 | $4.87M | Sell |
49,895
-1,451
| -3% | -$139K | 0.01% | 293 |
|
|
2023
Q1 | $4.99M | Buy |
51,346
+397
| +0.8% | +$39.6K | 0.01% | 289 |
|
|
2022
Q4 | $5.16M | Buy |
50,949
+2,041
| +4% | +$193K | 0.02% | 291 |
|
|
2022
Q3 | $4.06M | Buy |
48,908
+1,866
| +4% | +$178K | 0.01% | 298 |
|
|
2022
Q2 | $4.64M | Buy |
47,042
+1,590
| +3% | +$162K | 0.01% | 285 |
|
|
2022
Q1 | $4.27M | Buy |
45,452
+2,928
| +7% | +$293K | 0.01% | 284 |
|
|
2021
Q4 | $4.04M | Sell |
42,524
-1,753
| -4% | -$164K | 0.01% | 288 |
|
|
2021
Q3 | $4.2M | Buy |
44,277
+2,103
| +5% | +$212K | 0.01% | 278 |
|
|
2021
Q2 | $4.18M | Buy |
42,174
+2,159
| +5% | +$207K | 0.01% | 275 |
|
|
2021
Q1 | $3.55M | Buy |
40,015
+4,050
| +11% | +$344K | 0.01% | 274 |
|
|
2020
Q4 | $2.98M | Buy |
35,965
+203
| +0.6% | +$15.8K | 0.01% | 277 |
|
|
2020
Q3 | $2.68M | Sell |
35,762
-3,835
| -10% | -$296K | 0.01% | 266 |
|
|
2020
Q2 | $2.77M | Sell |
39,597
-228,348
| -85% | -$16.6M | 0.01% | 257 |
|
|
2020
Q1 | $19.5M | Sell |
267,945
-94,856
| -26% | -$7.81M | 0.11% | 137 |
|
|
2019
Q4 | $30.9M | Sell |
362,801
-11,592
| -3% | -$955K | 0.15% | 124 |
|
|
2019
Q3 | $28.4M | Buy |
374,393
+71,363
| +24% | +$5.66M | 0.15% | 117 |
|
|
2019
Q2 | $23.8M | Sell |
303,030
-4,241
| -1% | -$350K | 0.13% | 122 |
|
|
2019
Q1 | $27.2M | Buy |
307,271
+53,210
| +21% | +$4.29M | 0.16% | 106 |
|
|
2018
Q4 | $17M | Sell |
254,061
-68,668
| -21% | -$5.74M | 0.12% | 121 |
|
|
2018
Q3 | $26.3M | Sell |
322,729
-12,601
| -4% | -$1.03M | 0.15% | 110 |
|
|
2018
Q2 | $27.1M | Sell |
335,330
-2,352
| -0.7% | -$200K | 0.17% | 105 |
|
|
2018
Q1 | $33.6M | Sell |
337,682
-3,306
| -1% | -$344K | 0.25% | 94 |
|
|
2017
Q4 | $36M | Sell |
340,988
-4,548
| -1% | -$485K | 0.29% | 85 |
|
|
2017
Q3 | $38.4M | Sell |
345,536
-2,609
| -0.7% | -$304K | 0.35% | 82 |
|
|
2017
Q2 | $40.9M | Sell |
348,145
-1,744
| -0.5% | -$202K | 0.41% | 78 |
|
|
2017
Q1 | $39.5M | Sell |
349,889
-3,956
| -1% | -$408K | 0.43% | 70 |
|
|
2016
Q4 | $32.4M | Sell |
353,845
-282,041
| -44% | -$26.1M | 0.39% | 77 |
|
|
2016
Q3 | $61.8M | Buy |
635,886
+195,686
| +44% | +$19.6M | 0.77% | 33 |
|
|
2016
Q2 | $44.8M | Sell |
440,200
-1,820
| -0.4% | -$182K | 0.68% | 42 |
|
|
2016
Q1 | $43.4M | Buy |
442,020
+40,008
| +10% | +$3.67M | 0.71% | 40 |
|
|
2015
Q4 | $35.3M | Buy |
402,012
+10,207
| +3% | +$886K | 0.58% | 51 |
|
|
2015
Q3 | $31.1M | Buy |
391,805
+88,867
| +29% | +$7.31M | 0.53% | 52 |
|
|
2015
Q2 | $24.3M | Buy |
302,938
+280,623
| +1,258% | +$23.1M | 0.38% | 73 |
|
|
2015
Q1 | $1.68M | Buy |
22,315
+12,436
| +126% | +$1.01M | 0.03% | 223 |
|
|
2014
Q4 | $805K | Buy |
9,879
+1,948
| +25% | +$167K | 0.01% | 258 |
|
|
2014
Q3 | $661K | Buy |
7,931
+2,791
| +54% | +$236K | 0.01% | 259 |
|
|
2014
Q2 | $433K | Buy |
5,140
+1,384
| +37% | +$119K | 0.01% | 281 |
|
|
2014
Q1 | $308K | Buy |
3,756
+1,130
| +43% | +$91.3K | 0.01% | 283 |
|
|
2013
Q4 | $229K | Buy |
+2,626
| New | +$229K | ﹤0.01% | 283 |
|
Other funds holding PM
Kayne Anderson Rudnick Investment Management's PM Position: Q2 2026 in Review
Kayne Anderson Rudnick Investment Management increased its Philip Morris (PM) stake by 191% in Q2 2026, buying an estimated $1.06M and bringing the position to 9,316 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #357.
Kayne Anderson Rudnick Investment Management first reported a position in PM in Q4 2013 and has held it in 51 quarters since. The position peaked at $61.8M in Q3 2016. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Kayne Anderson Rudnick Investment Management held 9,316 shares of Philip Morris worth $1.69M as of Q2 2026.
- Kayne Anderson Rudnick Investment Management bought 6,116 Philip Morris shares in Q2 2026, an estimated $1.06M.
- Philip Morris made up 0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #357 holding.
- Kayne Anderson Rudnick Investment Management first reported a position in Philip Morris in Q4 2013 and has held it in 51 quarters since.
- Kayne Anderson Rudnick Investment Management's Philip Morris position peaked at $61.8M in Q3 2016.
- 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.