KWM
PM icon

Keebeck Wealth Management’s Philip Morris PM Stock Holding History

Keebeck Wealth Management’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 		$1.39M Buy
8,333
+1,120
+16% +$195K 0.16% 131
2025
Q4 		$1.17M Buy
7,213
+241
+3% +$37.3K 0.13% 142
2025
Q3 		$1.13M Buy
6,972
+250
+4% +$42.1K 0.13% 137
2025
Q2 		$1.23M Buy
6,722
+854
+15% +$147K 0.16% 128
2025
Q1 		$939K Buy
5,868
+314
+6% +$44.5K 0.14% 132
2024
Q4 		$676K Buy
5,554
+197
+4% +$24.9K 0.1% 147
2024
Q3 		$658K Buy
5,357
+156
+3% +$18.1K 0.1% 150
2024
Q2 		$534K Hold
5,201
– – 0.08% 170
2024
Q1 		$483K Sell
5,201
-38
-0.7% -$3.5K 0.07% 193
2023
Q4 		$500K Sell
5,239
-962
-16% -$88.6K 0.08% 178
2023
Q3 		$582K Sell
6,201
-29
-0.5% -$2.79K 0.1% 156
2023
Q2 		$616K Sell
6,230
-500
-7% -$47.8K 0.08% 160
2023
Q1 		$663K Sell
6,730
-563
-8% -$56.1K 0.11% 138
2022
Q4 		$747K Buy
7,293
+64
+0.9% +$6.04K 0.13% 126
2022
Q3 		$609K Hold
7,229
– – 0.12% 134
2022
Q2 		$723K Buy
7,229
+500
+7% +$51K 0.14% 124
2022
Q1 		$641K Buy
6,729
+500
+8% +$50K 0.11% 142
2021
Q4 		$600K Hold
6,229
– – 0.11% 133
2021
Q3 		$598K Sell
6,229
-751
-11% -$75.5K 0.12% 127
2021
Q2 		$697K Sell
6,980
-10,000
-59% -$959K 0.1% 139
2021
Q1 		$1.53M Buy
16,980
+2,471
+17% +$210K 0.24% 79
2020
Q4 		$1.22M Buy
14,509
+2,118
+17% +$165K 0.21% 81
2020
Q3 		$944K Buy
12,391
+412
+3% +$31.8K 0.19% 79
2020
Q2 		$853K Buy
11,979
+5,000
+72% +$365K 0.27% 76
2020
Q1 		$517K Hold
6,979
– – 0.22% 91
2019
Q4 		$602K Buy
+6,979
New +$575K 0.19% 89

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Keebeck Wealth Management's PM Position: Q1 2026 in Review

Keebeck Wealth Management increased its Philip Morris (PM) stake by 16% in Q1 2026, buying an estimated $195K and bringing the position to 8,333 shares worth $1.39M. The position accounts for 0.16% of the portfolio, ranked #131.

Keebeck Wealth Management first reported a position in PM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.53M in Q1 2021. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Keebeck Wealth Management held 8,333 shares of Philip Morris worth $1.39M as of Q1 2026.
  • Keebeck Wealth Management bought 1,120 Philip Morris shares in Q1 2026, an estimated $195K.
  • Philip Morris made up 0.16% of Keebeck Wealth Management's portfolio in Q1 2026, its #131 holding.
  • Keebeck Wealth Management first reported a position in Philip Morris in Q4 2019 and has held it in 26 quarters since.
  • Keebeck Wealth Management's Philip Morris position peaked at $1.53M in Q1 2021.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.