Keystone Financial Group (Kentucky)’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.97M | Buy |
17,973
+459
| +3% | +$79.8K | 0.2% | 90 |
|
|
2025
Q4 | $2.81M | Sell |
17,514
-1,868
| -10% | -$289K | 0.21% | 84 |
|
|
2025
Q3 | $3.12M | Buy |
19,382
+2,710
| +16% | +$456K | 0.24% | 74 |
|
|
2025
Q2 | $3.04M | Sell |
16,672
-632
| -4% | -$109K | 0.27% | 75 |
|
|
2025
Q1 | $2.75M | Sell |
17,304
-29
| -0.2% | -$4.11K | 0.28% | 76 |
|
|
2024
Q4 | $2.11M | Buy |
17,333
+644
| +4% | +$81.2K | 0.21% | 92 |
|
|
2024
Q3 | $2.03M | Buy |
16,689
+188
| +1% | +$21.8K | 0.26% | 72 |
|
|
2024
Q2 | $1.67M | Buy |
16,501
+196
| +1% | +$19.2K | 0.6% | 33 |
|
|
2024
Q1 | $1.49M | Buy |
16,305
+693
| +4% | +$63.9K | 0.22% | 80 |
|
|
2023
Q4 | $1.47M | Sell |
15,612
-618
| -4% | -$56.9K | 0.26% | 73 |
|
|
2023
Q3 | $1.5M | Sell |
16,230
-41
| -0.3% | -$3.95K | 0.25% | 75 |
|
|
2023
Q2 | $1.59M | Buy |
+16,271
| New | +$1.55M | 0.27% | 71 |
|
|
2022
Q4 | $1.62M | Sell |
15,989
-41
| -0.3% | -$3.87K | 0.32% | 69 |
|
|
2022
Q3 | $1.33M | Buy |
16,030
+681
| +4% | +$64.9K | 0.27% | 80 |
|
|
2022
Q2 | $1.52M | Buy |
15,349
+11
| +0.1% | +$1.12K | 0.3% | 77 |
|
|
2022
Q1 | $1.44M | Buy |
15,338
+357
| +2% | +$35.7K | 0.24% | 81 |
|
|
2021
Q4 | $1.42M | Buy |
14,981
+76
| +0.5% | +$7.1K | 0.23% | 86 |
|
|
2021
Q3 | $1.41M | Buy |
14,905
+11
| +0.1% | +$1.11K | 0.26% | 81 |
|
|
2021
Q2 | $1.48M | Buy |
14,894
+50
| +0.3% | +$4.8K | 0.27% | 80 |
|
|
2021
Q1 | $1.32M | Sell |
14,844
-8
| -0.1% | -$679 | 0.26% | 83 |
|
|
2020
Q4 | $1.23M | Buy |
14,852
+342
| +2% | +$26.6K | 0.26% | 82 |
|
|
2020
Q3 | $1.09M | Sell |
14,510
-1,668
| -10% | -$129K | 0.27% | 83 |
|
|
2020
Q2 | $1.13M | Buy |
16,178
+123
| +0.8% | +$8.97K | 0.31% | 82 |
|
|
2020
Q1 | $1.17M | Sell |
16,055
-47
| -0.3% | -$3.87K | 0.39% | 64 |
|
|
2019
Q4 | $1.37M | Buy |
16,102
+210
| +1% | +$17.3K | 0.37% | 66 |
|
|
2019
Q3 | $1.21M | Sell |
15,892
-454
| -3% | -$36K | 0.37% | 65 |
|
|
2019
Q2 | $1.28M | Sell |
16,346
-175
| -1% | -$14.5K | 0.42% | 59 |
|
|
2019
Q1 | $1.46M | Buy |
16,521
+165
| +1% | +$13.3K | 0.52% | 53 |
|
|
2018
Q4 | $1.09M | Sell |
16,356
-583
| -3% | -$48.7K | 0.49% | 63 |
|
|
2018
Q3 | $1.39M | Buy |
16,939
+7,756
| +84% | +$637K | 0.57% | 53 |
|
|
2018
Q2 | $737K | Buy |
9,183
+1,024
| +13% | +$86.9K | 0.41% | 62 |
|
|
2018
Q1 | $796K | Buy |
8,159
+613
| +8% | +$63.8K | 0.44% | 55 |
|
|
2017
Q4 | $786K | Buy |
+7,546
| New | +$804K | 0.49% | 43 |
|
Other funds holding PM
VCM
Keystone Financial Group (Kentucky)'s PM Position: Q1 2026 in Review
Keystone Financial Group (Kentucky) increased its Philip Morris (PM) stake by 2.6% in Q1 2026, buying an estimated $79.8K and bringing the position to 17,973 shares worth $2.97M. The position accounts for 0.2% of the portfolio, ranked #90.
Keystone Financial Group (Kentucky) first reported a position in PM in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.12M in Q3 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Keystone Financial Group (Kentucky) held 17,973 shares of Philip Morris worth $2.97M as of Q1 2026.
- Keystone Financial Group (Kentucky) bought 459 Philip Morris shares in Q1 2026, an estimated $79.8K.
- Philip Morris made up 0.2% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #90 holding.
- Keystone Financial Group (Kentucky) first reported a position in Philip Morris in Q4 2017 and has held it in 33 quarters since.
- Keystone Financial Group (Kentucky)'s Philip Morris position peaked at $3.12M in Q3 2025.
- 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.