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KFA Private Wealth Group’s Philip Morris PM Stock Holding History

KFA Private Wealth Group’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 		$1.02M Sell
5,644
-34
-0.6% -$5.9K 0.25% 49
2026
Q1 		$939K Buy
5,678
+61
+1% +$10.6K 0.23% 53
2025
Q4 		$901K Buy
+5,617
New +$870K 0.22% 54

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

KFA Private Wealth Group's PM Position: Q2 2026 in Review

KFA Private Wealth Group reduced its Philip Morris (PM) stake by 0.6% in Q2 2026, selling an estimated $5.9K and leaving 5,644 shares worth $1.02M. The position accounts for 0.25% of the portfolio, ranked #49.

KFA Private Wealth Group first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • KFA Private Wealth Group held 5,644 shares of Philip Morris worth $1.02M as of Q2 2026.
  • KFA Private Wealth Group sold 34 Philip Morris shares in Q2 2026, an estimated $5.9K.
  • Philip Morris made up 0.25% of KFA Private Wealth Group's portfolio in Q2 2026, its #49 holding.
  • KFA Private Wealth Group first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.