Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Philip Morris PM Stock Holding History

Kovitz Investment Group Partners’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 		$3M Sell
18,124
-1,193
-6% -$207K 0.07% 178
2025
Q4 		$3.1M Sell
19,317
-1,159,733
-98% -$180M 0.07% 186
2025
Q3 		$191M Buy
1,179,050
+6,417
+0.5% +$1.08M 0.75% 25
2025
Q2 		$214M Sell
1,172,633
-35,091
-3% -$6.03M 0.91% 22
2025
Q1 		$192M Sell
1,207,724
-57,862
-5% -$8.2M 0.96% 22
2024
Q4 		$152M Buy
1,265,586
+110,831
+10% +$14M 0.75% 32
2024
Q3 		$136M Sell
1,154,755
-379,515
-25% -$44.1M 0.97% 25
2024
Q2 		$155M Buy
1,534,270
+33,679
+2% +$3.29M 1.33% 16
2024
Q1 		$137M Buy
1,500,591
+11,309
+0.8% +$1.04M 1.75% 15
2023
Q4 		$140M Buy
1,489,282
+12,335
+0.8% +$1.14M 2.32% 11
2023
Q3 		$137M Sell
1,476,947
-208,888
-12% -$20.1M 2.46% 8
2023
Q2 		$165M Buy
1,685,835
+365,014
+28% +$34.9M 2.41% 9
2023
Q1 		$128M Buy
1,320,821
+261,801
+25% +$26.1M 2.23% 8
2022
Q4 		$107M Sell
1,059,020
-12,812
-1% -$1.21M 2.12% 10
2022
Q3 		$89M Sell
1,071,832
-42,962
-4% -$4.1M 2.06% 12
2022
Q2 		$110M Sell
1,114,794
-518,780
-32% -$52.9M 2.44% 8
2022
Q1 		$153M Buy
1,633,574
+226,982
+16% +$22.7M 2.92% 4
2021
Q4 		$119M Sell
1,406,592
-192,669
-12% -$18M 2.81% 7
2021
Q3 		$152M Buy
1,599,261
+10,524
+0.7% +$1.06M 3.02% 5
2021
Q2 		$157M Buy
1,588,737
+124,715
+9% +$12M 3.1% 5
2021
Q1 		$130M Buy
1,464,022
+92,436
+7% +$7.85M 3.03% 5
2020
Q4 		$114M Buy
1,371,586
+60,678
+5% +$4.72M 2.76% 7
2020
Q3 		$98.3M Buy
1,310,908
+2,799
+0.2% +$216K 2.75% 6
2020
Q2 		$91.6M Buy
1,308,109
+312,538
+31% +$22.8M 2.83% 6
2020
Q1 		$72.6M Buy
995,571
+109,513
+12% +$9.01M 2.62% 7
2019
Q4 		$75.4M Buy
886,058
+399,883
+82% +$33M 2.19% 10
2019
Q3 		$36.9M Buy
486,175
+26,955
+6% +$2.14M 1.18% 29
2019
Q2 		$37.3M Buy
+459,220
New +$37.9M 1.18% 27

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kovitz Investment Group Partners's PM Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Philip Morris (PM) stake by 6.2% in Q1 2026, selling an estimated $207K and leaving 18,124 shares worth $3M. The position accounts for 0.07% of the portfolio, ranked #178.

Kovitz Investment Group Partners first reported a position in PM in Q2 2019 and has held it in 28 quarters since. The position peaked at $214M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Kovitz Investment Group Partners held 18,124 shares of Philip Morris worth $3M as of Q1 2026.
  • Kovitz Investment Group Partners sold 1,193 Philip Morris shares in Q1 2026, an estimated $207K.
  • Philip Morris made up 0.07% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #178 holding.
  • Kovitz Investment Group Partners first reported a position in Philip Morris in Q2 2019 and has held it in 28 quarters since.
  • Kovitz Investment Group Partners's Philip Morris position peaked at $214M in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.