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Kovack Advisors’s Philip Morris PM Stock Holding History

Kovack Advisors’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
2021
Q2 		– Sell
-5
Closed -$2K – 738
2021
Q1 		$2K Hold
5
– – ﹤0.01% 622
2020
Q4 		$1K Buy
+5
New +$389 ﹤0.01% 611

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Kovack Advisors's PM Position: Q2 2026 in Review

Kovack Advisors reduced its Philip Morris (PM) stake by 5.8% in Q2 2026, selling an estimated $90K and leaving 8,456 shares worth $1.51M. The position accounts for 0.07% of the portfolio, ranked #266.

Kovack Advisors first reported a position in PM in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.72M in Q4 2025. 1,249 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Kovack Advisors held 8,456 shares of Philip Morris worth $1.51M as of Q2 2026.
  • Kovack Advisors sold 519 Philip Morris shares in Q2 2026, an estimated $90K.
  • Philip Morris made up 0.07% of Kovack Advisors's portfolio in Q2 2026, its #266 holding.
  • Kovack Advisors first reported a position in Philip Morris in Q4 2015 and has held it in 43 quarters since.
  • Kovack Advisors's Philip Morris position peaked at $1.72M in Q4 2025.
  • 1,249 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.