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Keel Point’s Philip Morris PM Stock Holding History

Keel Point’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 		$1.14M Buy
6,910
+254
+4% +$44.1K 0.08% 148
2025
Q4 		$1.07M Sell
6,656
-233
-3% -$36.1K 0.06% 176
2025
Q3 		$1.12M Sell
6,889
-153
-2% -$25.7K 0.07% 170
2025
Q2 		$1.28M Buy
7,042
+1,893
+37% +$325K 0.08% 152
2025
Q1 		$817K Buy
5,149
+1,201
+30% +$170K 0.06% 169
2024
Q4 		$475K Sell
3,948
-826
-17% -$104K 0.04% 251
2024
Q3 		$580K Buy
4,774
+66
+1% +$7.67K 0.05% 211
2024
Q2 		$555K Buy
4,708
+2,387
+103% +$233K 0.05% 211
2024
Q1 		$213K Sell
2,321
-342
-13% -$31.5K 0.02% 359
2023
Q4 		$251K Buy
+2,663
New +$245K 0.03% 291
2018
Q4 		– Sell
-2,700
Closed -$220K – 223
2018
Q3 		$220K Buy
2,700
+135
+5% +$11.1K 0.03% 176
2018
Q2 		$207K Sell
2,565
-347
-12% -$29.4K 0.03% 158
2018
Q1 		$289K Sell
2,912
-91
-3% -$9.48K 0.04% 130
2017
Q4 		$317K Sell
3,003
-703
-19% -$74.9K 0.04% 134
2017
Q3 		$411K Sell
3,706
-4
-0.1% -$466 0.06% 111
2017
Q2 		$436K Hold
3,710
– – 0.09% 98
2017
Q1 		$419K Sell
3,710
-168
-4% -$17.3K 0.08% 100
2016
Q4 		$355K Buy
3,878
+262
+7% +$24.3K 0.08% 107
2016
Q3 		$352K Buy
+3,616
New +$362K 0.13% 95

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

Keel Point's PM Position: Q1 2026 in Review

Keel Point increased its Philip Morris (PM) stake by 3.8% in Q1 2026, buying an estimated $44.1K and bringing the position to 6,910 shares worth $1.14M. The position accounts for 0.08% of the portfolio, ranked #148.

Keel Point first reported a position in PM in Q3 2016 and has held it in 19 quarters since. The position peaked at $1.28M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Keel Point held 6,910 shares of Philip Morris worth $1.14M as of Q1 2026.
  • Keel Point bought 254 Philip Morris shares in Q1 2026, an estimated $44.1K.
  • Philip Morris made up 0.08% of Keel Point's portfolio in Q1 2026, its #148 holding.
  • Keel Point first reported a position in Philip Morris in Q3 2016 and has held it in 19 quarters since.
  • Keel Point's Philip Morris position peaked at $1.28M in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.