KFG
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Kelly Financial Group’s Philip Morris PM Stock Holding History

Kelly Financial Group’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 		$328K Hold
1,812
– – 0.07% 75
2026
Q1 		$300K Hold
1,812
– – 0.08% 75
2025
Q4 		$291K Hold
1,812
– – 0.07% 68
2025
Q3 		$294K Hold
1,812
– – 0.08% 68
2025
Q2 		$330K Buy
1,812
+177
+11% +$30.4K 0.1% 58
2025
Q1 		$260K Buy
+1,635
New +$232K 0.08% 68

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

Kelly Financial Group's PM Position: Q2 2026 in Review

Kelly Financial Group held its Philip Morris (PM) position steady in Q2 2026 at 1,812 shares worth $328K. The position accounts for 0.07% of the portfolio, ranked #75.

Kelly Financial Group first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $330K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Kelly Financial Group held 1,812 shares of Philip Morris worth $328K as of Q2 2026.
  • Kelly Financial Group left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.07% of Kelly Financial Group's portfolio in Q2 2026, its #75 holding.
  • Kelly Financial Group first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • Kelly Financial Group's Philip Morris position peaked at $330K in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.