M. Kraus & Co’s Philip Morris PM Stock Holding History

M. Kraus & Co’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	$355K	Buy	2,145 +250	+13%	+$43.4K	0.1%	61
2025 Q4	$304K	Hold	1,895	–	–	0.08%	71
2025 Q3	$307K	Hold	1,895	–	–	0.09%	69
2025 Q2	$345K	Sell	1,895 -500	-21%	-$85.9K	0.1%	66
2025 Q1	$380K	Hold	2,395	–	–	0.12%	63
2024 Q4	$288K	Sell	2,395 -125	-5%	-$15.8K	0.09%	68
2024 Q3	$306K	Hold	2,520	–	–	0.09%	65
2024 Q2	$255K	Sell	2,520 -150	-6%	-$14.7K	0.08%	69
2024 Q1	$245K	Hold	2,670	–	–	0.07%	72
2023 Q4	$251K	Sell	2,670 -155	-5%	-$14.3K	0.08%	69
2023 Q3	$262K	Sell	2,825 -500	-15%	-$48.1K	0.09%	67
2023 Q2	$325K	Sell	3,325 -1,482	-31%	-$142K	0.11%	61
2023 Q1	$467K	Hold	4,807	–	–	0.16%	50
2022 Q4	$487K	Buy	+4,807	New	+$454K	0.18%	49
2017 Q4	–	Sell	-1,850	Closed	-$205K	–	53
2017 Q3	$205K	Hold	1,850	–	–	0.13%	49
2017 Q2	$217K	Hold	1,850	–	–	0.14%	47
2017 Q1	$209K	Buy	+1,850	New	+$191K	0.14%	48
2016 Q4	–	Sell	-2,150	Closed	-$209K	–	49
2016 Q3	$209K	Hold	2,150	–	–	0.14%	49
2016 Q2	$219K	Hold	2,150	–	–	0.16%	48
2016 Q1	$211K	Buy	+2,150	New	+$197K	0.16%	51
2015 Q3	–	Sell	-2,503	Closed	-$201K	–	50
2015 Q2	$201K	Buy	+2,503	New	+$206K	0.15%	49
2014 Q4	–	Sell	-2,400	Closed	-$200K	–	49
2014 Q3	$200K	Hold	2,400	–	–	0.15%	47
2014 Q2	$202K	Buy	+2,400	New	+$207K	0.15%	47
2014 Q1	–	Sell	-2,400	Closed	-$209K	–	47
2013 Q4	$209K	Buy	+2,400	New	+$210K	0.17%	47

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

M. Kraus & Co's PM Position: Q1 2026 in Review

M. Kraus & Co increased its Philip Morris (PM) stake by 13% in Q1 2026, buying an estimated $43.4K and bringing the position to 2,145 shares worth $355K. The position accounts for 0.1% of the portfolio, ranked #61.

M. Kraus & Co first reported a position in PM in Q4 2013 and has held it in 24 quarters since. The position peaked at $487K in Q4 2022. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

M. Kraus & Co held 2,145 shares of Philip Morris worth $355K as of Q1 2026.
M. Kraus & Co bought 250 Philip Morris shares in Q1 2026, an estimated $43.4K.
Philip Morris made up 0.1% of M. Kraus & Co's portfolio in Q1 2026, its #61 holding.
M. Kraus & Co first reported a position in Philip Morris in Q4 2013 and has held it in 24 quarters since.
M. Kraus & Co's Philip Morris position peaked at $487K in Q4 2022.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on M. Kraus & Co's 13F filing for Q1 2026, filed 14 Apr 2026.