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
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

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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

Kovitz Investment Group Partners's PM Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Philip Morris (PM) stake by 57% in Q2 2026, selling an estimated $1.79M and leaving 7,799 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #272.

Kovitz Investment Group Partners first reported a position in PM in Q2 2019 and has held it in 29 quarters since. The position peaked at $214M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Kovitz Investment Group Partners held 7,799 shares of Philip Morris worth $1.41M as of Q2 2026.
  • Kovitz Investment Group Partners sold 10,325 Philip Morris shares in Q2 2026, an estimated $1.79M.
  • Philip Morris made up 0.03% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #272 holding.
  • Kovitz Investment Group Partners first reported a position in Philip Morris in Q2 2019 and has held it in 29 quarters since.
  • Kovitz Investment Group Partners's Philip Morris position peaked at $214M in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.