Broyhill Adjusts Portfolio: Adds Microsoft, Reduces Philip Morris International Stake

The Broyhill Fund added Microsoft (MSFT) in Q1 while trimming its position in Philip Morris International (PM). The fund also liquidated several profitable investments including Ball Corporation (BALL), according to a quarterly letter.

By Harsh Shukla, SA News Editor · Seeking Alpha · May 18, 2026, 19:30 UTC

Tickers: $BALL $MSFT $PM

Topics: investment fund portfolio changes stock liquidation

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