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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Key Client Fiduciary Advisors's PM Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Philip Morris (PM) stake by 157% in Q2 2026, buying an estimated $348K and bringing the position to 3,286 shares worth $594K. The position accounts for 0.17% of the portfolio, ranked #120.

Key Client Fiduciary Advisors first reported a position in PM in Q1 2025 and has held it in 6 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Key Client Fiduciary Advisors held 3,286 shares of Philip Morris worth $594K as of Q2 2026.
Key Client Fiduciary Advisors bought 2,006 Philip Morris shares in Q2 2026, an estimated $348K.
Philip Morris made up 0.17% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #120 holding.
Key Client Fiduciary Advisors first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.