Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s Philip Morris PM Stock Holding History

Luther King Capital Management (LKCM)’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
Q2 		$6.79M Sell
37,515
-159
-0.4% -$27.6K 0.03% 228
2026
Q1 		$6.23M Sell
37,674
-1,620
-4% -$282K 0.03% 225
2025
Q4 		$6.3M Sell
39,294
-413
-1% -$64K 0.03% 227
2025
Q3 		$6.44M Sell
39,707
-1,211
-3% -$204K 0.03% 214
2025
Q2 		$7.45M Sell
40,918
-432
-1% -$74.2K 0.03% 196
2025
Q1 		$6.56M Sell
41,350
-467
-1% -$66.1K 0.03% 201
2024
Q4 		$5.03M Sell
41,817
-2,457
-6% -$310K 0.02% 236
2024
Q3 		$5.37M Sell
44,274
-990
-2% -$115K 0.02% 219
2024
Q2 		$4.59M Sell
45,264
-994
-2% -$97.2K 0.02% 228
2024
Q1 		$4.24M Sell
46,258
-455
-1% -$42K 0.02% 237
2023
Q4 		$4.39M Sell
46,713
-54
-0.1% -$4.97K 0.02% 224
2023
Q3 		$4.33M Sell
46,767
-941
-2% -$90.6K 0.02% 212
2023
Q2 		$4.66M Sell
47,708
-1,798
-4% -$172K 0.02% 214
2023
Q1 		$4.81M Buy
49,506
+652
+1% +$65K 0.03% 193
2022
Q4 		$4.94M Buy
48,854
+493
+1% +$46.5K 0.03% 181
2022
Q3 		$4.01M Sell
48,361
-2,411
-5% -$230K 0.02% 200
2022
Q2 		$5.01M Buy
50,772
+7,422
+17% +$757K 0.03% 179
2022
Q1 		$4.07M Sell
43,350
-1,246
-3% -$125K 0.02% 223
2021
Q4 		$4.24M Sell
44,596
-1,169
-3% -$109K 0.02% 228
2021
Q3 		$4.34M Sell
45,765
-3,532
-7% -$355K 0.02% 223
2021
Q2 		$4.89M Buy
49,297
+26,695
+118% +$2.56M 0.02% 215
2021
Q1 		$2.01M Sell
22,602
-1,601
-7% -$136K 0.01% 299
2020
Q4 		$2M Buy
24,203
+97
+0.4% +$7.55K 0.01% 283
2020
Q3 		$1.81M Buy
24,106
+1,105
+5% +$85.3K 0.01% 271
2020
Q2 		$1.61M Sell
23,001
-36
-0.2% -$2.63K 0.01% 265
2020
Q1 		$1.68M Sell
23,037
-1,323
-5% -$109K 0.01% 235
2019
Q4 		$2.07M Buy
24,360
+415
+2% +$34.2K 0.01% 283
2019
Q3 		$1.82M Sell
23,945
-632
-3% -$50.1K 0.01% 281
2019
Q2 		$1.93M Buy
24,577
+7,107
+41% +$587K 0.01% 275
2019
Q1 		$1.54M Sell
17,470
-6,380
-27% -$514K 0.01% 296
2018
Q4 		$1.59M Sell
23,850
-1,010
-4% -$84.4K 0.01% 284
2018
Q3 		$2.03M Sell
24,860
-49,006
-66% -$4.02M 0.02% 290
2018
Q2 		$5.96M Sell
73,866
-8,253
-10% -$700K 0.05% 166
2018
Q1 		$8.16M Sell
82,119
-32,630
-28% -$3.4M 0.07% 152
2017
Q4 		$12.1M Buy
114,749
+103,703
+939% +$11.1M 0.1% 134
2017
Q3 		$1.23M Buy
11,046
+458
+4% +$53.3K 0.01% 337
2017
Q2 		$1.24M Sell
10,588
-888
-8% -$103K 0.01% 328
2017
Q1 		$1.3M Sell
11,476
-1,585
-12% -$164K 0.01% 325
2016
Q4 		$1.2M Sell
13,061
-836
-6% -$77.5K 0.01% 328
2016
Q3 		$1.35M Sell
13,897
-2,650
-16% -$265K 0.01% 319
2016
Q2 		$1.68M Buy
16,547
+1,784
+12% +$178K 0.02% 310
2016
Q1 		$1.45M Sell
14,763
-497
-3% -$45.6K 0.01% 315
2015
Q4 		$1.34M Buy
15,260
+3,970
+35% +$345K 0.01% 329
2015
Q3 		$896K Sell
11,290
-1,180
-9% -$97.1K 0.01% 367
2015
Q2 		$1M Sell
12,470
-2,676
-18% -$220K 0.01% 369
2015
Q1 		$1.14M Buy
15,146
+257
+2% +$20.9K 0.01% 359
2014
Q4 		$1.21M Sell
14,889
-1,075
-7% -$92.3K 0.01% 354
2014
Q3 		$1.33M Buy
15,964
+1,104
+7% +$93.4K 0.01% 352
2014
Q2 		$1.25M Sell
14,860
-996
-6% -$85.8K 0.01% 352
2014
Q1 		$1.3M Sell
15,856
-10,849
-41% -$877K 0.01% 353
2013
Q4 		$2.33M Sell
26,705
-555
-2% -$48.5K 0.02% 330
2013
Q3 		$2.36M Buy
27,260
+24
+0.1% +$2.1K 0.02% 326
2013
Q2 		$2.36M Buy
+27,236
New +$2.53M 0.02% 322

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Capital International Investors
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State Street
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JP Morgan Chase
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Fidelity Investments
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GQG Partners
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Luther King Capital Management (LKCM)'s PM Position: Q2 2026 in Review

Luther King Capital Management (LKCM) reduced its Philip Morris (PM) stake by 0.42% in Q2 2026, selling an estimated $27.6K and leaving 37,515 shares worth $6.79M. The position accounts for 0.03% of the portfolio, ranked #228.

Luther King Capital Management (LKCM) first reported a position in PM in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.1M in Q4 2017. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Luther King Capital Management (LKCM) held 37,515 shares of Philip Morris worth $6.79M as of Q2 2026.
  • Luther King Capital Management (LKCM) sold 159 Philip Morris shares in Q2 2026, an estimated $27.6K.
  • Philip Morris made up 0.03% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #228 holding.
  • Luther King Capital Management (LKCM) first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
  • Luther King Capital Management (LKCM)'s Philip Morris position peaked at $12.1M in Q4 2017.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.