Kapstone Financial Advisors’s Philip Morris PM Stock Holding History

Kapstone Financial Advisors’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	$1.29M	Sell	7,812 -6,049	-44%	-$1.05M	0.63%	33
2025 Q4	$2.22M	Sell	13,861 -139	-1%	-$21.5K	1.11%	20
2025 Q3	$2.27M	Buy	14,000 +5,991	+75%	+$1.01M	1.07%	20
2025 Q2	$1.46M	Buy	8,009 +369	+5%	+$63.4K	0.73%	24
2025 Q1	$1.21M	Hold	7,640	–	–	0.69%	28
2024 Q4	$990K	Buy	7,640 +4	+0.1%	+$505	0.53%	32
2024 Q3	$921K	Buy	7,636 +442	+6%	+$51.4K	0.56%	33
2024 Q2	$729K	Buy	7,194 +2,922	+68%	+$286K	0.48%	37
2024 Q1	$391K	Buy	4,272 +4	+0.1%	+$369	0.27%	66
2023 Q4	$389K	Buy	4,268 +4	+0.1%	+$369	0.31%	64
2023 Q3	$395K	Hold	4,264	–	–	0.36%	57
2023 Q2	$419K	Buy	4,264 +344	+9%	+$32.9K	0.35%	59
2023 Q1	$391K	Hold	3,920	–	–	0.35%	62
2022 Q4	$406K	Buy	+3,920	New	+$370K	0.37%	59

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

Kapstone Financial Advisors's PM Position: Q1 2026 in Review

Kapstone Financial Advisors reduced its Philip Morris (PM) stake by 44% in Q1 2026, selling an estimated $1.05M and leaving 7,812 shares worth $1.29M. The position accounts for 0.63% of the portfolio, ranked #33.

Kapstone Financial Advisors first reported a position in PM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.27M in Q3 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Kapstone Financial Advisors held 7,812 shares of Philip Morris worth $1.29M as of Q1 2026.
Kapstone Financial Advisors sold 6,049 Philip Morris shares in Q1 2026, an estimated $1.05M.
Philip Morris made up 0.63% of Kapstone Financial Advisors's portfolio in Q1 2026, its #33 holding.
Kapstone Financial Advisors first reported a position in Philip Morris in Q4 2022 and has held it in 14 quarters since.
Kapstone Financial Advisors's Philip Morris position peaked at $2.27M in Q3 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.