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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
Q2 		$2.08M Sell
11,488
-1,517
-12% -$263K 0.54% 27
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
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

Keystone Financial Services (Colorado)'s PM Position: Q2 2026 in Review

Keystone Financial Services (Colorado) reduced its Philip Morris (PM) stake by 12% in Q2 2026, selling an estimated $263K and leaving 11,488 shares worth $2.08M. The position accounts for 0.54% of the portfolio, ranked #27.

Keystone Financial Services (Colorado) first reported a position in PM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.15M in Q1 2026. 2,930 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Keystone Financial Services (Colorado) held 11,488 shares of Philip Morris worth $2.08M as of Q2 2026.
  • Keystone Financial Services (Colorado) sold 1,517 Philip Morris shares in Q2 2026, an estimated $263K.
  • Philip Morris made up 0.54% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #27 holding.
  • Keystone Financial Services (Colorado) first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
  • Keystone Financial Services (Colorado)'s Philip Morris position peaked at $2.15M in Q1 2026.
  • 2,930 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.