KLWA
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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
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

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VCM
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return