Keating Financial Advisory Services’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$304K Buy
1,682
+362
+27% +$62.8K 0.04% 291
2026
Q1
$218K Sell
1,320
-32
-2% -$5.56K 0.04% 315
2025
Q4
$217K Buy
+1,352
New +$209K 0.03% 356

Other funds holding PM

Keating Financial Advisory Services's PM Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Philip Morris (PM) stake by 27% in Q2 2026, buying an estimated $62.8K and bringing the position to 1,682 shares worth $304K. The position accounts for 0.04% of the portfolio, ranked #291.

Keating Financial Advisory Services first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Keating Financial Advisory Services held 1,682 shares of Philip Morris worth $304K as of Q2 2026.
  • Keating Financial Advisory Services bought 362 Philip Morris shares in Q2 2026, an estimated $62.8K.
  • Philip Morris made up 0.04% of Keating Financial Advisory Services's portfolio in Q2 2026, its #291 holding.
  • Keating Financial Advisory Services first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.