Key Financial Inc
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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
Q3 		$293K Buy
1,534
+36
+2% +$6.8K 0.05% 245
2026
Q2 		$271K Hold
1,498
– – 0.04% 262
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Key Financial Inc's PM Position: Q3 2026 in Review

Key Financial Inc increased its Philip Morris (PM) stake by 2.4% in Q3 2026, buying an estimated $6.8K and bringing the position to 1,534 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #245.

Key Financial Inc first reported a position in PM in Q1 2020 and has held it in 25 quarters since. The position peaked at $488K in Q2 2025. 2,103 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Key Financial Inc held 1,534 shares of Philip Morris worth $293K as of Q3 2026.
  • Key Financial Inc bought 36 Philip Morris shares in Q3 2026, an estimated $6.8K.
  • Philip Morris made up 0.05% of Key Financial Inc's portfolio in Q3 2026, its #245 holding.
  • Key Financial Inc first reported a position in Philip Morris in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's Philip Morris position peaked at $488K in Q2 2025.
  • 2,103 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.