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Kelly Financial Services’s Philip Morris PM Stock Holding History

Kelly Financial Services’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 		$341K Buy
1,883
+165
+10% +$28.6K 0.07% 97
2026
Q1 		$284K Sell
1,718
-253
-13% -$44K 0.07% 97
2025
Q4 		$316K Sell
1,971
-134
-6% -$20.8K 0.08% 85
2025
Q3 		$341K Sell
2,105
-164
-7% -$27.6K 0.09% 78
2025
Q2 		$413K Buy
2,269
+208
+10% +$35.7K 0.12% 68
2025
Q1 		$327K Buy
2,061
+235
+13% +$33.3K 0.11% 79
2024
Q4 		$220K Buy
+1,826
New +$230K 0.08% 109
2024
Q3 		– Sell
-1,260
Closed -$128K – 580
2024
Q2 		$128K Buy
1,260
+272
+28% +$26.6K 0.05% 128
2024
Q1 		$90.6K Buy
988
+4
+0.4% +$369 0.03% 158
2023
Q4 		$92.5K Buy
984
+125
+15% +$11.5K 0.04% 148
2023
Q3 		$79.5K Buy
859
+29
+3% +$2.79K 0.04% 143
2023
Q2 		$81K Buy
830
+228
+38% +$21.8K 0.04% 142
2023
Q1 		$58.5K Buy
602
+107
+22% +$10.7K 0.03% 166
2022
Q4 		$50.1K Hold
495
– – 0.03% 172
2022
Q3 		$41.1K Hold
495
– – 0.02% 173
2022
Q2 		$48.8K Hold
495
– – 0.03% 166
2022
Q1 		$46.5K Hold
495
– – 0.02% 185
2021
Q4 		$47K Hold
495
– – 0.02% 184
2021
Q3 		$46.9K Sell
495
-48,522
-99% -$4.88M 0.03% 166
2021
Q2 		$495K Buy
49,017
+48,522
+9,802% +$4.66M 0.02% 186
2021
Q1 		$43.9K Hold
495
– – 0.03% 138
2020
Q4 		$40.9K Buy
495
+1
+0.2% +$78 0.03% 130
2020
Q3 		$37.1K Sell
494
-16
-3% -$1.23K 0.03% 121
2020
Q2 		$35.7K Hold
510
– – 0.03% 114
2020
Q1 		$37.2K Sell
510
-7
-1% -$576 0.05% 96
2019
Q4 		$44K Buy
517
+78
+18% +$6.43K 0.03% 89
2019
Q3 		$33.4K Buy
439
+17
+4% +$1.35K 0.03% 109
2019
Q2 		$33.2K Hold
422
– – 0.03% 110
2019
Q1 		$37.3K Buy
+422
New +$34K 0.04% 95

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Kelly Financial Services increased its Philip Morris (PM) stake by 9.6% in Q2 2026, buying an estimated $28.6K and bringing the position to 1,883 shares worth $341K. The position accounts for 0.07% of the portfolio, ranked #97.

Kelly Financial Services first reported a position in PM in Q1 2019 and has held it in 29 quarters since. The position peaked at $495K in Q2 2021. 1,176 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Kelly Financial Services held 1,883 shares of Philip Morris worth $341K as of Q2 2026.
  • Kelly Financial Services bought 165 Philip Morris shares in Q2 2026, an estimated $28.6K.
  • Philip Morris made up 0.07% of Kelly Financial Services's portfolio in Q2 2026, its #97 holding.
  • Kelly Financial Services first reported a position in Philip Morris in Q1 2019 and has held it in 29 quarters since.
  • Kelly Financial Services's Philip Morris position peaked at $495K in Q2 2021.
  • 1,176 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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