KIG
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Kessler Investment Group’s Philip Morris PM Stock Holding History

Kessler 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
Q3 		$2.57M Sell
13,443
-55
-0.4% -$10.4K 1.24% 26
2026
Q2 		$2.44M Sell
13,498
-66
-0.5% -$11.4K 1.04% 29
2026
Q1 		$2.24M Buy
13,564
+1,918
+16% +$333K 1.06% 30
2025
Q4 		$1.87M Sell
11,646
-135
-1% -$20.9K 0.79% 29
2025
Q3 		$1.91M Sell
11,781
-155
-1% -$26.1K 0.82% 27
2025
Q2 		$2.17M Buy
11,936
+394
+3% +$67.7K 0.89% 29
2025
Q1 		$1.83M Sell
11,542
-726
-6% -$103K 0.89% 28
2024
Q4 		$1.48M Sell
12,268
-502
-4% -$63.3K 0.7% 28
2024
Q3 		$1.55M Sell
12,770
-47
-0.4% -$5.46K 0.8% 27
2024
Q2 		$1.3M Buy
12,817
+12,549
+4,682% +$1.23M 0.7% 33
2024
Q1 		$24.6K Buy
+268
New +$24.7K 0.02% 103
2018
Q4 		– Sell
-8,825
Closed -$720K – 133
2018
Q3 		$720K Sell
8,825
-455
-5% -$37.4K 0.74% 43
2018
Q2 		$749K Sell
9,280
-210
-2% -$17.8K 0.9% 42
2018
Q1 		$943K Buy
+9,490
New +$988K 1.2% 35

Other funds holding PM

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Kessler Investment Group's PM Position: Q3 2026 in Review

Kessler Investment Group reduced its Philip Morris (PM) stake by 0.41% in Q3 2026, selling an estimated $10.4K and leaving 13,443 shares worth $2.57M. The position accounts for 1.24% of the portfolio, ranked #26.

Kessler Investment Group first reported a position in PM in Q1 2018 and has held it in 14 quarters since. 160 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Kessler Investment Group held 13,443 shares of Philip Morris worth $2.57M as of Q3 2026.
  • Kessler Investment Group sold 55 Philip Morris shares in Q3 2026, an estimated $10.4K.
  • Philip Morris made up 1.24% of Kessler Investment Group's portfolio in Q3 2026, its #26 holding.
  • Kessler Investment Group first reported a position in Philip Morris in Q1 2018 and has held it in 14 quarters since.
  • 160 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Kessler Investment Group's 13F filing for Q3 2026, filed 8 Oct 2026.