KMWM
PM icon

Keudell/Morrison Wealth Management’s Philip Morris PM Stock Holding History

Keudell/Morrison Wealth Management’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 		$3.41M Buy
18,824
+120
+0.6% +$20.8K 0.64% 32
2026
Q1 		$3.09M Buy
18,704
+264
+1% +$45.9K 0.63% 32
2025
Q4 		$2.96M Buy
+18,440
New +$2.86M 0.62% 33
2025
Q2 		$2.96M Sell
16,249
-4,369
-21% -$750K 0.66% 29
2025
Q1 		$3.27M Buy
20,618
+1,314
+7% +$186K 0.77% 24
2024
Q4 		$2.32M Sell
19,304
-799
-4% -$101K 0.61% 34
2024
Q3 		$2.44M Sell
20,103
-1,649
-8% -$192K 0.66% 31
2024
Q2 		$2.2M Buy
21,752
+207
+1% +$20.2K 0.64% 33
2024
Q1 		$1.97M Buy
21,545
+177
+0.8% +$16.3K 0.6% 35
2023
Q4 		$2.01M Sell
21,368
-1,735
-8% -$160K 0.66% 29
2023
Q3 		$2.14M Sell
23,103
-502
-2% -$48.3K 0.65% 27
2023
Q2 		$2.3M Sell
23,605
-202
-0.8% -$19.3K 0.66% 26
2023
Q1 		$2.32M Sell
23,807
-554
-2% -$55.2K 0.68% 25
2022
Q4 		$2.47M Sell
24,361
-148
-0.6% -$14K 0.79% 23
2022
Q3 		$2.03M Buy
24,509
+1,327
+6% +$127K 0.76% 23
2022
Q2 		$2.29M Sell
23,182
-285
-1% -$29.1K 0.83% 22
2022
Q1 		$2.21M Sell
23,467
-172
-0.7% -$17.2K 0.92% 20
2021
Q4 		$2.25M Sell
23,639
-462
-2% -$43.2K 0.89% 22
2021
Q3 		$2.28M Sell
24,101
-233
-1% -$23.4K 0.98% 19
2021
Q2 		$2.41M Sell
24,334
-443
-2% -$42.5K 1.32% 18
2021
Q1 		$2.2M Sell
24,777
-478
-2% -$40.6K 1.28% 18
2020
Q4 		$2.09M Buy
25,255
+713
+3% +$55.5K 1.33% 16
2020
Q3 		$1.84M Sell
24,542
-20
-0.1% -$1.54K 1.18% 19
2020
Q2 		$1.72M Sell
24,562
-890
-3% -$64.9K 1.42% 14
2020
Q1 		$1.86M Sell
25,452
-252
-1% -$20.7K 1.82% 11
2019
Q4 		$2.19M Sell
25,704
-64
-0.2% -$5.28K 1.51% 15
2019
Q3 		$1.96M Sell
25,768
-1,043
-4% -$82.7K 1.61% 13
2019
Q2 		$2.18M Buy
26,811
+477
+2% +$39.4K 1.91% 11
2019
Q1 		$2.33M Buy
+26,334
New +$2.12M 2.05% 9

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Keudell/Morrison Wealth Management's PM Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Philip Morris (PM) stake by 0.64% in Q2 2026, buying an estimated $20.8K and bringing the position to 18,824 shares worth $3.41M. The position accounts for 0.64% of the portfolio, ranked #32.

Keudell/Morrison Wealth Management first reported a position in PM in Q1 2019 and has held it in 29 quarters since. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Keudell/Morrison Wealth Management held 18,824 shares of Philip Morris worth $3.41M as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 120 Philip Morris shares in Q2 2026, an estimated $20.8K.
  • Philip Morris made up 0.64% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Keudell/Morrison Wealth Management first reported a position in Philip Morris in Q1 2019 and has held it in 29 quarters since.
  • 508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.