LMKC
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L.M. Kohn & Company’s Philip Morris PM Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		$554K Sell
3,418
-4,233
-55% -$712K 0.67% 42
2025
Q2 		$1.39M Sell
7,651
-145
-2% -$24.9K 0.38% 47
2025
Q1 		$1.24M Sell
7,796
-226
-3% -$32K 0.32% 55
2024
Q4 		$965K Sell
8,022
-1,810
-18% -$228K 0.25% 76
2024
Q3 		$1.19M Buy
9,832
+2,700
+38% +$314K 0.3% 66
2024
Q2 		$723K Sell
7,132
-659
-8% -$64.4K 0.2% 108
2024
Q1 		$714K Buy
7,791
+350
+5% +$32.3K 0.2% 108
2023
Q4 		$700K Buy
7,441
+56
+0.8% +$5.16K 0.22% 98
2023
Q3 		$684K Buy
7,385
+56
+0.8% +$5.39K 0.25% 87
2023
Q2 		$715K Sell
7,329
-31
-0.4% -$2.96K 0.27% 86
2023
Q1 		$716K Buy
7,360
+101
+1% +$10.1K 0.3% 74
2022
Q4 		$735K Buy
7,259
+78
+1% +$7.36K 0.34% 70
2022
Q3 		$597K Sell
7,181
-1
-0% -$95 0.29% 81
2022
Q2 		$710K Sell
7,182
-100
-1% -$10.2K 0.33% 71
2022
Q1 		$685K Buy
+7,282
New +$729K 0.26% 91

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

L.M. Kohn & Company's PM Position: Q3 2025 in Review

L.M. Kohn & Company reduced its Philip Morris (PM) stake by 55% in Q3 2025, selling an estimated $712K and leaving 3,418 shares worth $554K. The position accounts for 0.67% of the portfolio, ranked #42.

L.M. Kohn & Company first reported a position in PM in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.39M in Q2 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • L.M. Kohn & Company held 3,418 shares of Philip Morris worth $554K as of Q3 2025.
  • L.M. Kohn & Company sold 4,233 Philip Morris shares in Q3 2025, an estimated $712K.
  • Philip Morris made up 0.67% of L.M. Kohn & Company's portfolio in Q3 2025, its #42 holding.
  • L.M. Kohn & Company first reported a position in Philip Morris in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's Philip Morris position peaked at $1.39M in Q2 2025.
  • 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.