Keystone Financial Services (Colorado)’s Philip Morris PM Stock Holding History

Keystone Financial Services (Colorado)’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	$2.15M	Buy	13,005 +1,025	+9%	+$178K	0.63%	24
2025 Q4	$1.92M	Buy	11,980 +7	+0.1%	+$1.08K	0.58%	27
2025 Q3	$1.94M	Buy	11,973 +833	+7%	+$140K	0.6%	28
2025 Q2	$2.03M	Buy	11,140 +184	+2%	+$31.6K	0.69%	24
2025 Q1	$1.74M	Buy	10,956 +173	+2%	+$24.5K	0.66%	22
2024 Q4	$1.3M	Buy	10,783 +369	+4%	+$46.6K	0.5%	24
2024 Q3	$1.26M	Buy	10,414 +837	+9%	+$97.3K	0.49%	22
2024 Q2	$970K	Buy	9,577 +859	+10%	+$84K	0.4%	28
2024 Q1	$799K	Buy	8,718 +166	+2%	+$15.3K	0.35%	35
2023 Q4	$805K	Buy	8,552 +479	+6%	+$44.1K	0.38%	30
2023 Q3	$747K	Buy	8,073 +699	+9%	+$67.3K	0.4%	27
2023 Q2	$720K	Buy	7,374 +336	+5%	+$32.1K	0.37%	25
2023 Q1	$684K	Buy	7,038 +47	+0.7%	+$4.68K	0.37%	26
2022 Q4	$729K	Buy	6,991 +215	+3%	+$20.3K	0.39%	27
2022 Q3	$606K	Sell	6,776 -196	-3%	-$18.7K	0.35%	34
2022 Q2	$688K	Buy	6,972 +386	+6%	+$39.4K	0.37%	34
2022 Q1	$658K	Buy	6,586 +1,724	+35%	+$172K	0.38%	33
2021 Q4	$462K	Buy	+4,862	New	+$454K	0.24%	47

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Keystone Financial Services (Colorado)'s PM Position: Q1 2026 in Review

Keystone Financial Services (Colorado) increased its Philip Morris (PM) stake by 8.6% in Q1 2026, buying an estimated $178K and bringing the position to 13,005 shares worth $2.15M. The position accounts for 0.63% of the portfolio, ranked #24.

Keystone Financial Services (Colorado) first reported a position in PM in Q4 2021 and has held it in 18 quarters since. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Keystone Financial Services (Colorado) held 13,005 shares of Philip Morris worth $2.15M as of Q1 2026.
Keystone Financial Services (Colorado) bought 1,025 Philip Morris shares in Q1 2026, an estimated $178K.
Philip Morris made up 0.63% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #24 holding.
Keystone Financial Services (Colorado) first reported a position in Philip Morris in Q4 2021 and has held it in 18 quarters since.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.