Kennedy Investment Group’s Philip Morris PM Stock Holding History

Kennedy Investment Group’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	$782K	Sell	4,730 -6	-0.1%	-$1.04K	0.31%	78
2025 Q4	$760K	Sell	4,736 -12	-0.3%	-$1.86K	0.29%	77
2025 Q3	$770K	Buy	4,748 +1	+0%	+$168	0.31%	75
2025 Q2	$865K	Buy	4,747 +108	+2%	+$18.5K	0.37%	63
2025 Q1	$736K	Buy	4,639 +138	+3%	+$19.5K	0.34%	73
2024 Q4	$542K	Buy	+4,501	New	+$568K	0.25%	82
2023 Q1	–	Sell	-2,154	Closed	-$218K	–	120
2022 Q4	$218K	Buy	+2,154	New	+$203K	0.14%	107

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

Kennedy Investment Group's PM Position: Q1 2026 in Review

Kennedy Investment Group reduced its Philip Morris (PM) stake by 0.13% in Q1 2026, selling an estimated $1.04K and leaving 4,730 shares worth $782K. The position accounts for 0.31% of the portfolio, ranked #78.

Kennedy Investment Group first reported a position in PM in Q4 2022 and has held it in 7 quarters since. The position peaked at $865K in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Kennedy Investment Group held 4,730 shares of Philip Morris worth $782K as of Q1 2026.
Kennedy Investment Group sold 6 Philip Morris shares in Q1 2026, an estimated $1.04K.
Philip Morris made up 0.31% of Kennedy Investment Group's portfolio in Q1 2026, its #78 holding.
Kennedy Investment Group first reported a position in Philip Morris in Q4 2022 and has held it in 7 quarters since.
Kennedy Investment Group's Philip Morris position peaked at $865K in Q2 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Kennedy Investment Group's 13F filing for Q1 2026, filed 22 Apr 2026.