KW
PM icon

Keyvantage Wealth’s Philip Morris PM Stock Holding History

Keyvantage Wealth’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 		$302K Sell
1,672
-286
-15% -$49.6K 0.11% 73
2026
Q1 		$324K Buy
1,958
+323
+20% +$56.1K 0.14% 75
2025
Q4 		$262K Sell
1,635
-370
-18% -$57.3K 0.11% 79
2025
Q3 		$325K Sell
2,005
-34
-2% -$5.72K 0.14% 73
2025
Q2 		$371K Buy
2,039
+514
+34% +$88.3K 0.17% 68
2025
Q1 		$242K Buy
+1,525
New +$216K 0.12% 84

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

Keyvantage Wealth's PM Position: Q2 2026 in Review

Keyvantage Wealth reduced its Philip Morris (PM) stake by 15% in Q2 2026, selling an estimated $49.6K and leaving 1,672 shares worth $302K. The position accounts for 0.11% of the portfolio, ranked #73.

Keyvantage Wealth first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $371K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Keyvantage Wealth held 1,672 shares of Philip Morris worth $302K as of Q2 2026.
  • Keyvantage Wealth sold 286 Philip Morris shares in Q2 2026, an estimated $49.6K.
  • Philip Morris made up 0.11% of Keyvantage Wealth's portfolio in Q2 2026, its #73 holding.
  • Keyvantage Wealth first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • Keyvantage Wealth's Philip Morris position peaked at $371K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.