Kellett Wealth Advisors’s Philip Morris PM Stock Holding History

Kellett Wealth 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	$245K	Buy	+1,353	New	+$235K	0.11%	85

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Kellett Wealth Advisors's PM Position: Q2 2026 in Review

Kellett Wealth Advisors opened a new position in Philip Morris (PM) in Q2 2026: 1,353 shares worth $245K. The stake represents 0.11% of the portfolio and ranks #85 among its holdings.

1,040 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Kellett Wealth Advisors held 1,353 shares of Philip Morris worth $245K as of Q2 2026.
Philip Morris was a new Kellett Wealth Advisors position in Q2 2026.
Philip Morris made up 0.11% of Kellett Wealth Advisors's portfolio in Q2 2026, its #85 holding.
1,040 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.