Key Client Fiduciary Advisors’s Philip Morris PM Stock Holding History

Key Client Fiduciary Advisors’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	$594K	Buy	3,286 +2,006	+157%	+$348K	0.17%	120
2026 Q1	$212K	Sell	1,280 -13	-1%	-$2.26K	0.07%	194
2025 Q4	$207K	Sell	1,293 -8	-0.6%	-$1.24K	0.07%	194
2025 Q3	$211K	Buy	1,301 +24	+2%	+$4.04K	0.07%	203
2025 Q2	$233K	Sell	1,277 -70	-5%	-$12K	0.09%	177
2025 Q1	$214K	Buy	+1,347	New	+$191K	0.1%	176

Other funds holding PM

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

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

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return