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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
Q2 		$1.32M Hold
7,297
– – 0.1% 65
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kimelman & Baird's PM Position: Q2 2026 in Review

Kimelman & Baird held its Philip Morris (PM) position steady in Q2 2026 at 7,297 shares worth $1.32M. 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 20 quarters since. The position peaked at $1.69M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Kimelman & Baird held 7,297 shares of Philip Morris worth $1.32M as of Q2 2026.
  • Kimelman & Baird left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.1% of Kimelman & Baird's portfolio in Q2 2026, its #65 holding.
  • Kimelman & Baird first reported a position in Philip Morris in Q2 2015 and has held it in 20 quarters since.
  • Kimelman & Baird's Philip Morris position peaked at $1.69M in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.