Kelman-Lazarov Inc’s Philip Morris PM Stock Holding History

Kelman-Lazarov Inc’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$423K	Sell	2,340 -602	-20%	-$104K	0.06%	105
2026 Q1	$486K	Buy	2,942 +41	+1%	+$7.13K	0.07%	90
2025 Q4	$465K	Sell	2,901 -86	-3%	-$13.3K	0.07%	92
2025 Q3	$485K	Sell	2,987 -42	-1%	-$7.07K	0.07%	88
2025 Q2	$552K	Buy	3,029 +100	+3%	+$17.2K	0.09%	76
2025 Q1	$465K	Buy	2,929 +112	+4%	+$15.9K	0.08%	76
2024 Q4	$339K	Buy	+2,817	New	+$355K	0.06%	85
2017 Q1	–	Sell	-1,578	Closed	-$144K	–	209
2016 Q4	$144K	Hold	1,578	–	–	0.08%	117
2016 Q3	$152K	Hold	1,578	–	–	0.09%	118
2016 Q2	$160K	Hold	1,578	–	–	0.09%	116
2016 Q1	$157K	Buy	+1,578	New	+$145K	0.09%	125

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kelman-Lazarov Inc's PM Position: Q2 2026 in Review

Kelman-Lazarov Inc reduced its Philip Morris (PM) stake by 20% in Q2 2026, selling an estimated $104K and leaving 2,340 shares worth $423K. The position accounts for 0.06% of the portfolio, ranked #105.

Kelman-Lazarov Inc first reported a position in PM in Q1 2016 and has held it in 11 quarters since. The position peaked at $552K in Q2 2025. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Kelman-Lazarov Inc held 2,340 shares of Philip Morris worth $423K as of Q2 2026.
Kelman-Lazarov Inc sold 602 Philip Morris shares in Q2 2026, an estimated $104K.
Philip Morris made up 0.06% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #105 holding.
Kelman-Lazarov Inc first reported a position in Philip Morris in Q1 2016 and has held it in 11 quarters since.
Kelman-Lazarov Inc's Philip Morris position peaked at $552K in Q2 2025.
2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.