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 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 $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kelman-Lazarov Inc's PM Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its Philip Morris (PM) stake by 1.4% in Q1 2026, buying an estimated $7.13K and bringing the position to 2,942 shares worth $486K. The position accounts for 0.07% of the portfolio, ranked #90.

Kelman-Lazarov Inc first reported a position in PM in Q1 2016 and has held it in 10 quarters since. The position peaked at $552K in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Kelman-Lazarov Inc held 2,942 shares of Philip Morris worth $486K as of Q1 2026.
Kelman-Lazarov Inc bought 41 Philip Morris shares in Q1 2026, an estimated $7.13K.
Philip Morris made up 0.07% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #90 holding.
Kelman-Lazarov Inc first reported a position in Philip Morris in Q1 2016 and has held it in 10 quarters since.
Kelman-Lazarov Inc's Philip Morris position peaked at $552K in Q2 2025.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.