Kimelman & Baird’s Philip Morris PM Stock Holding History

Kimelman & Baird’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	$1.21M	Hold	7,297	–	–	0.1%	65
2025 Q4	$1.17M	Sell	7,297 -1,996	-21%	-$309K	0.09%	65
2025 Q3	$1.51M	Hold	9,293	–	–	0.12%	57
2025 Q2	$1.69M	Hold	9,293	–	–	0.14%	53
2025 Q1	$1.48M	Hold	9,293	–	–	0.13%	55
2024 Q4	$1.12M	Hold	9,293	–	–	0.09%	68
2024 Q3	$1.13M	Hold	9,293	–	–	0.09%	68
2024 Q2	$942K	Buy	+9,293	New	+$909K	0.08%	72
2021 Q2	$366K	Buy	+3,692	New	+$354K	0.03%	94
2017 Q4	$265K	Buy	2,510 +155	+7%	+$16.5K	0.04%	101
2017 Q3	$261K	Sell	2,355 -160	-6%	-$18.6K	0.04%	103
2017 Q2	$295K	Hold	2,515	–	–	0.04%	99
2017 Q1	$284K	Buy	2,515 +160	+7%	+$16.5K	0.04%	99
2016 Q4	$215K	Sell	2,355 -395	-14%	-$36.6K	0.04%	109
2016 Q3	$267K	Buy	2,750 +2	+0.1%	+$200	0.05%	86
2016 Q2	$280K	Buy	2,748 +53	+2%	+$5.29K	0.05%	84
2016 Q1	$264K	Sell	2,695 -2,100	-44%	-$193K	0.05%	95
2015 Q4	$422K	Buy	+4,795	New	+$416K	0.08%	82
2015 Q2	$382K	Buy	+4,765	New	+$392K	0.07%	90

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

Kimelman & Baird's PM Position: Q1 2026 in Review

Kimelman & Baird held its Philip Morris (PM) position steady in Q1 2026 at 7,297 shares worth $1.21M. The position accounts for 0.1% of the portfolio, ranked #65.

Kimelman & Baird first reported a position in PM in Q2 2015 and has held it in 19 quarters since. The position peaked at $1.69M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Kimelman & Baird held 7,297 shares of Philip Morris worth $1.21M as of Q1 2026.
Kimelman & Baird left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up 0.1% of Kimelman & Baird's portfolio in Q1 2026, its #65 holding.
Kimelman & Baird first reported a position in Philip Morris in Q2 2015 and has held it in 19 quarters since.
Kimelman & Baird's Philip Morris position peaked at $1.69M in Q2 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Kimelman & Baird's 13F filing for Q1 2026, filed 13 May 2026.