Kuhn & Co Investment Counsel’s Philip Morris PM Stock Holding History

Kuhn & Co Investment Counsel’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	$353K	Buy	2,136 +5	+0.2%	+$869	0.23%	102
2025 Q4	$342K	Buy	2,131 +31	+1%	+$4.8K	0.23%	105
2025 Q3	$341K	Sell	2,100 -31	-1%	-$5.22K	0.27%	97
2025 Q2	$388K	Hold	2,131	–	–	0.29%	98
2025 Q1	$338K	Hold	2,131	–	–	0.29%	100
2024 Q4	$256K	Hold	2,131	–	–	0.22%	114
2024 Q3	$259K	Hold	2,131	–	–	0.22%	115
2024 Q2	$216K	Buy	+2,131	New	+$208K	0.19%	119
2024 Q1	–	Sell	-2,131	Closed	-$200K	–	129
2023 Q4	$200K	Buy	+2,131	New	+$196K	0.21%	121

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

Kuhn & Co Investment Counsel's PM Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its Philip Morris (PM) stake by 0.23% in Q1 2026, buying an estimated $869 and bringing the position to 2,136 shares worth $353K. The position accounts for 0.23% of the portfolio, ranked #102.

Kuhn & Co Investment Counsel first reported a position in PM in Q4 2023 and has held it in 9 quarters since. The position peaked at $388K in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Kuhn & Co Investment Counsel held 2,136 shares of Philip Morris worth $353K as of Q1 2026.
Kuhn & Co Investment Counsel bought 5 Philip Morris shares in Q1 2026, an estimated $869.
Philip Morris made up 0.23% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #102 holding.
Kuhn & Co Investment Counsel first reported a position in Philip Morris in Q4 2023 and has held it in 9 quarters since.
Kuhn & Co Investment Counsel's Philip Morris position peaked at $388K in Q2 2025.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.