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Kelleher Financial Advisors’s Philip Morris PM Stock Holding History

Kelleher 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 		$491K Buy
2,713
+1,354
+100% +$235K 0.07% 167
2026
Q1 		$226K Hold
1,359
– – 0.06% 186
2025
Q4 		$218K Hold
1,359
– – 0.05% 206
2025
Q3 		$220K Hold
1,359
– – 0.06% 172
2025
Q2 		$248K Sell
1,359
-15
-1% -$2.58K 0.09% 121
2025
Q1 		$218K Buy
+1,374
New +$195K 0.09% 116
2016
Q2 		– Sell
-2,866
Closed -$281K – 185
2016
Q1 		$281K Buy
+2,866
New +$263K 0.16% 125

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Kelleher Financial Advisors increased its Philip Morris (PM) stake by 100% in Q2 2026, buying an estimated $235K and bringing the position to 2,713 shares worth $491K. The position accounts for 0.07% of the portfolio, ranked #167.

Kelleher Financial Advisors first reported a position in PM in Q1 2016 and has held it in 7 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Kelleher Financial Advisors held 2,713 shares of Philip Morris worth $491K as of Q2 2026.
  • Kelleher Financial Advisors bought 1,354 Philip Morris shares in Q2 2026, an estimated $235K.
  • Philip Morris made up 0.07% of Kelleher Financial Advisors's portfolio in Q2 2026, its #167 holding.
  • Kelleher Financial Advisors first reported a position in Philip Morris in Q1 2016 and has held it in 7 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.