Key Capital Management
PM icon

Key Capital Management’s Philip Morris PM Stock Holding History

Key Capital 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
Q3 		$8.92K Sell
47
-7
-13% -$1.32K ﹤0.01% 393
2026
Q2 		$9.7K Buy
54
+16
+42% +$2.78K 0.01% 348
2026
Q1 		$6.23K Buy
38
+14
+58% +$2.43K ﹤0.01% 358
2025
Q4 		$3.8K Buy
+24
New +$3.72K ﹤0.01% 338

Other funds holding PM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Key Capital Management's PM Position: Q3 2026 in Review

Key Capital Management reduced its Philip Morris (PM) stake by 13% in Q3 2026, selling an estimated $1.32K and leaving 47 shares worth $8.92K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Key Capital Management first reported a position in PM in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.7K in Q2 2026. 1,824 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Key Capital Management held 47 shares of Philip Morris worth $8.92K as of Q3 2026.
  • Key Capital Management sold 7 Philip Morris shares in Q3 2026, an estimated $1.32K.
  • Philip Morris made up ﹤0.01% of Key Capital Management's portfolio in Q3 2026, its #393 holding.
  • Key Capital Management first reported a position in Philip Morris in Q4 2025 and has held it in 4 quarters since.
  • Key Capital Management's Philip Morris position peaked at $9.7K in Q2 2026.
  • 1,824 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.