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 Q2	$563K	Sell	3,111 -1,771	-36%	-$307K	0.33%	80
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 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

KG&L Capital Management's PM Position: Q2 2026 in Review

KG&L Capital Management reduced its Philip Morris (PM) stake by 36% in Q2 2026, selling an estimated $307K and leaving 3,111 shares worth $563K. The position accounts for 0.33% of the portfolio, ranked #80.

KG&L Capital Management first reported a position in PM in Q3 2024 and has held it in 8 quarters since. The position peaked at $902K in Q2 2025. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

KG&L Capital Management held 3,111 shares of Philip Morris worth $563K as of Q2 2026.
KG&L Capital Management sold 1,771 Philip Morris shares in Q2 2026, an estimated $307K.
Philip Morris made up 0.33% of KG&L Capital Management's portfolio in Q2 2026, its #80 holding.
KG&L Capital Management first reported a position in Philip Morris in Q3 2024 and has held it in 8 quarters since.
KG&L Capital Management's Philip Morris position peaked at $902K in Q2 2025.
2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on KG&L Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.