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 Q3	$1.08M	Buy	5,647 +3	+0.1%	+$567	0.25%	48
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

KFA Private Wealth Group's PM Position: Q3 2026 in Review

KFA Private Wealth Group increased its Philip Morris (PM) stake by 0.05% in Q3 2026, buying an estimated $567 and bringing the position to 5,647 shares worth $1.08M. The position accounts for 0.25% of the portfolio, ranked #48.

KFA Private Wealth Group first reported a position in PM in Q4 2025 and has held it in 4 quarters since. 782 funds tracked by Wall St. Rank hold PM as of Q3 2026.

KFA Private Wealth Group held 5,647 shares of Philip Morris worth $1.08M as of Q3 2026.
KFA Private Wealth Group bought 3 Philip Morris shares in Q3 2026, an estimated $567.
Philip Morris made up 0.25% of KFA Private Wealth Group's portfolio in Q3 2026, its #48 holding.
KFA Private Wealth Group first reported a position in Philip Morris in Q4 2025 and has held it in 4 quarters since.
782 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.