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Kestra Private Wealth Services’s Philip Morris PM Stock Holding History

Kestra Private Wealth 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
Q1 		$8.1M Buy
49,012
+4,054
+9% +$704K 0.1% 231
2025
Q4 		$7.21M Sell
44,958
-4,501
-9% -$697K 0.09% 244
2025
Q3 		$8.02M Buy
49,459
+1,022
+2% +$172K 0.1% 218
2025
Q2 		$8.82M Buy
48,437
+6,002
+14% +$1.03M 0.13% 188
2025
Q1 		$6.74M Sell
42,435
-1,347
-3% -$191K 0.11% 206
2024
Q4 		$5.27M Buy
43,782
+7,340
+20% +$926K 0.09% 235
2024
Q3 		$4.42M Buy
36,442
+1,415
+4% +$164K 0.08% 251
2024
Q2 		$3.55M Buy
35,027
+2,086
+6% +$204K 0.07% 270
2024
Q1 		$3.02M Buy
32,941
+1,677
+5% +$155K 0.07% 284
2023
Q4 		$2.94M Buy
31,264
+1,149
+4% +$106K 0.08% 268
2023
Q3 		$2.79M Buy
30,115
+1,496
+5% +$144K 0.09% 246
2023
Q2 		$2.79M Buy
28,619
+2,839
+11% +$271K 0.1% 236
2023
Q1 		$2.51M Buy
25,780
+7,032
+38% +$701K 0.1% 222
2022
Q4 		$1.9M Buy
18,748
+1,748
+10% +$165K 0.1% 243
2022
Q3 		$1.41M Sell
17,000
-1,781
-9% -$170K 0.08% 268
2022
Q2 		$1.85M Sell
18,781
-361
-2% -$36.8K 0.11% 231
2022
Q1 		$1.8M Buy
19,142
+2,184
+13% +$219K 0.09% 239
2021
Q4 		$1.61M Buy
16,958
+88
+0.5% +$8.22K 0.08% 279
2021
Q3 		$1.6M Buy
16,870
+2,065
+14% +$208K 0.09% 249
2021
Q2 		$1.47M Sell
14,805
-2,734
-16% -$262K 0.09% 250
2021
Q1 		$1.56M Buy
17,539
+4,541
+35% +$386K 0.11% 207
2020
Q4 		$1.06M Buy
12,998
+2,397
+23% +$187K 0.08% 255
2020
Q3 		$795K Buy
+10,601
New +$818K 0.07% 287

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Kestra Private Wealth Services's PM Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Philip Morris (PM) stake by 9% in Q1 2026, buying an estimated $704K and bringing the position to 49,012 shares worth $8.1M. The position accounts for 0.1% of the portfolio, ranked #231.

Kestra Private Wealth Services first reported a position in PM in Q3 2020 and has held it in 23 quarters since. The position peaked at $8.82M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Kestra Private Wealth Services held 49,012 shares of Philip Morris worth $8.1M as of Q1 2026.
  • Kestra Private Wealth Services bought 4,054 Philip Morris shares in Q1 2026, an estimated $704K.
  • Philip Morris made up 0.1% of Kestra Private Wealth Services's portfolio in Q1 2026, its #231 holding.
  • Kestra Private Wealth Services first reported a position in Philip Morris in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Philip Morris position peaked at $8.82M in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.