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KG&L Capital Management’s Philip Morris PM Stock Holding History

KG&L Capital Management’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 		$807K Sell
4,882
-250
-5% -$43.4K 0.58% 48
2025
Q4 		$823K Buy
5,132
+39
+0.8% +$6.04K 0.2% 99
2025
Q3 		$826K Buy
5,093
+139
+3% +$23.4K 0.22% 99
2025
Q2 		$902K Sell
4,954
-229
-4% -$39.3K 0.27% 74
2025
Q1 		$823K Buy
5,183
+669
+15% +$94.8K 0.27% 83
2024
Q4 		$543K Buy
4,514
+374
+9% +$47.2K 0.17% 115
2024
Q3 		$503K Buy
+4,140
New +$481K 0.16% 125

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KG&L Capital Management's PM Position: Q1 2026 in Review

KG&L Capital Management reduced its Philip Morris (PM) stake by 4.9% in Q1 2026, selling an estimated $43.4K and leaving 4,882 shares worth $807K. The position accounts for 0.58% of the portfolio, ranked #48.

KG&L Capital Management first reported a position in PM in Q3 2024 and has held it in 7 quarters since. The position peaked at $902K in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • KG&L Capital Management held 4,882 shares of Philip Morris worth $807K as of Q1 2026.
  • KG&L Capital Management sold 250 Philip Morris shares in Q1 2026, an estimated $43.4K.
  • Philip Morris made up 0.58% of KG&L Capital Management's portfolio in Q1 2026, its #48 holding.
  • KG&L Capital Management first reported a position in Philip Morris in Q3 2024 and has held it in 7 quarters since.
  • KG&L Capital Management's Philip Morris position peaked at $902K in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.