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 Q2	$1.41M	Sell	7,789 -23	-0.3%	-$3.99K	0.59%	34
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 $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kapstone Financial Advisors's PM Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its Philip Morris (PM) stake by 0.29% in Q2 2026, selling an estimated $3.99K and leaving 7,789 shares worth $1.41M. The position accounts for 0.59% of the portfolio, ranked #34.

Kapstone Financial Advisors first reported a position in PM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.27M in Q3 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Kapstone Financial Advisors held 7,789 shares of Philip Morris worth $1.41M as of Q2 2026.
Kapstone Financial Advisors sold 23 Philip Morris shares in Q2 2026, an estimated $3.99K.
Philip Morris made up 0.59% of Kapstone Financial Advisors's portfolio in Q2 2026, its #34 holding.
Kapstone Financial Advisors first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
Kapstone Financial Advisors's Philip Morris position peaked at $2.27M in Q3 2025.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.