KFS
PM icon

Keynote Financial Services’s Philip Morris PM Stock Holding History

Keynote Financial Services’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 		$1.17M Sell
6,479
-60
-0.9% -$10.4K 0.55% 50
2026
Q1 		$1.08M Sell
6,539
-140
-2% -$24.3K 0.58% 52
2025
Q4 		$1.07M Hold
6,679
– – 0.6% 52
2025
Q3 		$1.08M Sell
6,679
-8
-0.1% -$1.35K 0.65% 48
2025
Q2 		$1.22M Buy
6,687
+50
+0.8% +$8.59K 0.82% 34
2025
Q1 		$1.05M Sell
6,637
-8
-0.1% -$1.13K 0.75% 40
2024
Q4 		$800K Sell
6,645
-102
-2% -$12.9K 0.61% 50
2024
Q3 		$819K Sell
6,747
-38
-0.6% -$4.42K 0.63% 47
2024
Q2 		$688K Sell
6,785
-35
-0.5% -$3.42K 0.58% 53
2024
Q1 		$625K Buy
+6,820
New +$629K 0.52% 60

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Keynote Financial Services's PM Position: Q2 2026 in Review

Keynote Financial Services reduced its Philip Morris (PM) stake by 0.92% in Q2 2026, selling an estimated $10.4K and leaving 6,479 shares worth $1.17M. The position accounts for 0.55% of the portfolio, ranked #50.

Keynote Financial Services first reported a position in PM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.22M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Keynote Financial Services held 6,479 shares of Philip Morris worth $1.17M as of Q2 2026.
  • Keynote Financial Services sold 60 Philip Morris shares in Q2 2026, an estimated $10.4K.
  • Philip Morris made up 0.55% of Keynote Financial Services's portfolio in Q2 2026, its #50 holding.
  • Keynote Financial Services first reported a position in Philip Morris in Q1 2024 and has held it in 10 quarters since.
  • Keynote Financial Services's Philip Morris position peaked at $1.22M in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.