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
2023 Q3	–	Sell	-488	Closed	-$256K	–	407
2023 Q2	$256K	Buy	+488	New	+$46.6K	﹤0.01%	380
2022 Q1	–	Sell	-1,224	Closed	-$972K	–	452
2021 Q4	$972K	Buy	1,224 +3	+0.2%	+$280	0.02%	279
2021 Q3	$1.1M	Buy	1,221 +12	+1%	+$1.21K	0.02%	291
2021 Q2	$1.3M	Buy	1,209 +745	+161%	+$71.5K	0.03%	280
2021 Q1	$708K	Buy	464 +69	+17%	+$5.86K	0.02%	314
2020 Q4	$455K	Buy	+395	New	+$30.8K	0.01%	340

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

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.