Kelly Lawrence W & Associates’s Philip Morris PM Stock Holding History

Kelly Lawrence W & Associates’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	$34.4K	Hold	190	–	–	0.01%	116
2026 Q1	$31.4K	Hold	190	–	–	0.01%	113
2025 Q4	$30.5K	Hold	190	–	–	0.01%	115
2025 Q3	$30.8K	Hold	190	–	–	0.01%	125
2025 Q2	$34.6K	Hold	190	–	–	0.01%	122
2025 Q1	$30.2K	Buy	+190	New	+$26.9K	0.01%	131
2024 Q2	–	Sell	-1,362	Closed	-$125K	–	187
2024 Q1	$125K	Hold	1,362	–	–	0.03%	93
2023 Q4	$128K	Hold	1,362	–	–	0.03%	91
2023 Q3	$126K	Buy	+1,362	New	+$131K	0.03%	92
2015 Q4	–	Sell	-1,670	Closed	-$132K	–	167
2015 Q3	$132K	Hold	1,670	–	–	0.03%	102
2015 Q2	$134K	Hold	1,670	–	–	0.03%	99
2015 Q1	$126K	Sell	1,670 -1,700	-50%	-$138K	0.03%	92
2014 Q4	$274K	Buy	+3,370	New	+$289K	0.06%	79

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kelly Lawrence W & Associates's PM Position: Q2 2026 in Review

Kelly Lawrence W & Associates held its Philip Morris (PM) position steady in Q2 2026 at 190 shares worth $34.4K. The position accounts for 0.01% of the portfolio, ranked #116.

Kelly Lawrence W & Associates first reported a position in PM in Q4 2014 and has held it in 13 quarters since. The position peaked at $274K in Q4 2014. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Kelly Lawrence W & Associates held 190 shares of Philip Morris worth $34.4K as of Q2 2026.
Kelly Lawrence W & Associates left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.01% of Kelly Lawrence W & Associates's portfolio in Q2 2026, its #116 holding.
Kelly Lawrence W & Associates first reported a position in Philip Morris in Q4 2014 and has held it in 13 quarters since.
Kelly Lawrence W & Associates's Philip Morris position peaked at $274K in Q4 2014.
2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Kelly Lawrence W & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.