Keystone Wealth Services’s Philip Morris PM Stock Holding History

Keystone Wealth 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	$1.2M	Buy	6,648 +37	+0.6%	+$6.42K	0.22%	109
2026 Q1	$1.09M	Sell	6,611 -806	-11%	-$140K	0.23%	112
2025 Q4	$1.19M	Buy	7,417 +24	+0.3%	+$3.72K	0.25%	79
2025 Q3	$1.2M	Sell	7,393 -175	-2%	-$29.4K	0.26%	97
2025 Q2	$1.38M	Buy	7,568 +9	+0.1%	+$1.55K	0.33%	70
2025 Q1	$1.2M	Sell	7,559 -47	-0.6%	-$6.66K	0.32%	74
2024 Q4	$915K	Buy	7,606 +3	+0%	+$378	0.24%	99
2024 Q3	$923K	Sell	7,603 -149	-2%	-$17.3K	0.26%	95
2024 Q2	$785K	Sell	7,752 -63	-0.8%	-$6.16K	0.24%	97
2024 Q1	$716K	Sell	7,815 -29	-0.4%	-$2.67K	0.23%	100
2023 Q4	$738K	Sell	7,844 -132	-2%	-$12.2K	0.25%	88
2023 Q3	$738K	Buy	7,976 +49	+0.6%	+$4.72K	0.28%	85
2023 Q2	$774K	Sell	7,927 -263	-3%	-$25.1K	0.29%	81
2023 Q1	$796K	Buy	8,190 +27	+0.3%	+$2.69K	0.33%	76
2022 Q4	$826K	Buy	8,163 +4	+0%	+$377	0.36%	62
2022 Q3	$677K	Buy	8,159 +34	+0.4%	+$3.24K	0.32%	63
2022 Q2	$802K	Buy	8,125 +4	+0%	+$408	0.36%	62
2022 Q1	$763K	Sell	8,121 -416	-5%	-$41.6K	0.3%	71
2021 Q4	$811K	Buy	+8,537	New	+$798K	0.33%	69

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Keystone Wealth Services's PM Position: Q2 2026 in Review

Keystone Wealth Services increased its Philip Morris (PM) stake by 0.56% in Q2 2026, buying an estimated $6.42K and bringing the position to 6,648 shares worth $1.2M. The position accounts for 0.22% of the portfolio, ranked #109.

Keystone Wealth Services first reported a position in PM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.38M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Keystone Wealth Services held 6,648 shares of Philip Morris worth $1.2M as of Q2 2026.
Keystone Wealth Services bought 37 Philip Morris shares in Q2 2026, an estimated $6.42K.
Philip Morris made up 0.22% of Keystone Wealth Services's portfolio in Q2 2026, its #109 holding.
Keystone Wealth Services first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
Keystone Wealth Services's Philip Morris position peaked at $1.38M in Q2 2025.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.