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Klingman & Associates’s Philip Morris PM Stock Holding History

Klingman & Associates’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 		$1.19M Buy
6,554
+229
+4% +$39.7K 0.05% 126
2026
Q1 		$1.05M Buy
6,325
+34
+0.5% +$5.91K 0.05% 132
2025
Q4 		$1.01M Sell
6,291
-333
-5% -$51.6K 0.05% 129
2025
Q3 		$1.07M Buy
6,624
+9
+0.1% +$1.51K 0.05% 118
2025
Q2 		$1.2M Buy
6,615
+2,038
+45% +$350K 0.07% 104
2025
Q1 		$727K Buy
4,577
+1,262
+38% +$179K 0.04% 122
2024
Q4 		$399K Buy
3,315
+324
+11% +$40.9K 0.02% 176
2024
Q3 		$363K Buy
2,991
+8
+0.3% +$930 0.02% 194
2024
Q2 		$302K Buy
2,983
+233
+8% +$22.8K 0.02% 191
2024
Q1 		$252K Sell
2,750
-12
-0.4% -$1.11K 0.02% 208
2023
Q4 		$260K Sell
2,762
-2
-0.1% -$184 0.02% 203
2023
Q3 		$256K Sell
2,764
-151
-5% -$14.5K 0.02% 193
2023
Q2 		$285K Buy
+2,915
New +$279K 0.02% 174
2017
Q2 		– Sell
-2,442
Closed -$276K – 101
2017
Q1 		$276K Buy
2,442
+26
+1% +$2.68K 0.08% 79
2016
Q4 		$221K Hold
2,416
– – 0.07% 90
2016
Q3 		$235K Hold
2,416
– – 0.07% 87
2016
Q2 		$246K Hold
2,416
– – 0.08% 83
2016
Q1 		$237K Hold
2,416
– – 0.08% 84
2015
Q4 		$212K Hold
2,416
– – 0.08% 106
2015
Q3 		$191K Sell
2,416
-256
-10% -$21.1K 0.07% 112
2015
Q2 		$214K Hold
2,672
– – 0.08% 83
2015
Q1 		$201K Hold
2,672
– – 0.08% 84
2014
Q4 		$217K Buy
+2,672
New +$229K 0.09% 81

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

Klingman & Associates's PM Position: Q2 2026 in Review

Klingman & Associates increased its Philip Morris (PM) stake by 3.6% in Q2 2026, buying an estimated $39.7K and bringing the position to 6,554 shares worth $1.19M. The position accounts for 0.05% of the portfolio, ranked #126.

Klingman & Associates first reported a position in PM in Q4 2014 and has held it in 23 quarters since. The position peaked at $1.2M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Klingman & Associates held 6,554 shares of Philip Morris worth $1.19M as of Q2 2026.
  • Klingman & Associates bought 229 Philip Morris shares in Q2 2026, an estimated $39.7K.
  • Philip Morris made up 0.05% of Klingman & Associates's portfolio in Q2 2026, its #126 holding.
  • Klingman & Associates first reported a position in Philip Morris in Q4 2014 and has held it in 23 quarters since.
  • Klingman & Associates's Philip Morris position peaked at $1.2M in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.