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Key Financial Inc’s Philip Morris PM Stock Holding History

Key Financial Inc’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 		$248K Buy
1,498
+298
+25% +$51.8K 0.04% 260
2025
Q4 		$192K Buy
1,200
+26
+2% +$4.03K 0.04% 294
2025
Q3 		$189K Sell
1,174
-1,508
-56% -$254K 0.03% 299
2025
Q2 		$488K Hold
2,682
– – 0.1% 167
2025
Q1 		$426K Sell
2,682
-25
-0.9% -$3.54K 0.09% 176
2024
Q4 		$326K Buy
2,707
+439
+19% +$55.4K 0.07% 192
2024
Q3 		$275K Buy
2,268
+10
+0.4% +$1.16K 0.06% 212
2024
Q2 		$229K Hold
2,258
– – 0.05% 225
2024
Q1 		$207K Hold
2,258
– – 0.05% 228
2023
Q4 		$212K Hold
2,258
– – 0.06% 218
2023
Q3 		$209K Sell
2,258
-130
-5% -$12.5K 0.07% 195
2023
Q2 		$233K Buy
2,388
+130
+6% +$12.4K 0.08% 188
2023
Q1 		$220K Hold
2,258
– – 0.08% 184
2022
Q4 		$187K Hold
2,258
– – 0.09% 170
2022
Q3 		$187K Hold
2,258
– – 0.09% 172
2022
Q2 		$225K Buy
2,258
+125
+6% +$12.7K 0.12% 138
2022
Q1 		$200K Buy
2,133
+1,500
+237% +$150K 0.1% 163
2021
Q4 		$60K Hold
633
– – 0.03% 320
2021
Q3 		$60K Buy
633
+21
+3% +$2.11K 0.03% 319
2021
Q2 		$61K Buy
612
+150
+32% +$14.4K 0.03% 323
2021
Q1 		$41K Buy
462
+93
+25% +$7.9K 0.03% 310
2020
Q4 		$31K Buy
+369
New +$28.7K 0.02% 316
2020
Q2 		– Sell
-569
Closed -$41K – 472
2020
Q1 		$41K Buy
+569
New +$46.8K 0.04% 235

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

Key Financial Inc's PM Position: Q1 2026 in Review

Key Financial Inc increased its Philip Morris (PM) stake by 25% in Q1 2026, buying an estimated $51.8K and bringing the position to 1,498 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #260.

Key Financial Inc first reported a position in PM in Q1 2020 and has held it in 23 quarters since. The position peaked at $488K in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Key Financial Inc held 1,498 shares of Philip Morris worth $248K as of Q1 2026.
  • Key Financial Inc bought 298 Philip Morris shares in Q1 2026, an estimated $51.8K.
  • Philip Morris made up 0.04% of Key Financial Inc's portfolio in Q1 2026, its #260 holding.
  • Key Financial Inc first reported a position in Philip Morris in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's Philip Morris position peaked at $488K in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.